+42.8%
LRCX vs THC
+46.1%
-3.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +9.6% | -13.6% | -4.1% |
| 7D | -12.8% | +8.8% | -21.6% | -12.8% |
| 30D | -36.0% | +12.6% | -48.6% | -36.1% |
| 3M | -30.2% | +15.4% | -45.6% | -30.4% |
| 6M | -14.2% | +57.7% | -71.9% | -18.7% |
| YTD | +29.7% | +47.1% | -17.3% | +25.6% |
| 1Y | +42.8% | +40.7% | +2.1% | +39.8% |
| All | +42.8% | +46.1% | -3.3% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded THC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling