+2,611.3%
LRCX vs THC
+1,818.8%
+792.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.4% |
| 7D | +26.2% | +0.1% | +26.1% | +26.2% |
| 30D | -22.4% | +7.5% | -29.8% | -23.7% |
| 3M | -28.2% | +7.5% | -35.8% | -29.6% |
| 6M | -19.0% | +46.4% | -65.5% | -27.4% |
| YTD | +37.0% | +44.4% | -7.4% | +22.9% |
| 1Y | +45.5% | +43.4% | +2.1% | +30.6% |
| 3Y | +249.7% | +433.3% | -183.6% | +125.6% |
| 5Y | +293.9% | +262.5% | +31.3% | +167.8% |
| All | +2,611.3% | +1,818.8% | +792.5% | +1,186.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling