+3,546.5%
LRCX vs THC
+1,021.1%
+2,525.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.6% | -5.2% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | -4.3% | +1.5% | -5.8% | -4.7% |
| 3M | -7.3% | +59.9% | -67.2% | -18.1% |
| 6M | +38.6% | +11.0% | +27.6% | +33.1% |
| YTD | +74.4% | +32.6% | +41.8% | +60.2% |
| 1Y | +179.1% | +37.4% | +141.7% | +153.5% |
| 3Y | +357.7% | +252.5% | +105.1% | +227.7% |
| 5Y | +424.9% | +262.3% | +162.5% | +261.9% |
| All | +3,546.5% | +1,021.1% | +2,525.4% | +1,714.2% |
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