+392.1%
LRCX vs THC
+253.4%
+138.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.4% | +4.6% |
| 7D | +10.4% | -2.6% | +13.0% | +11.0% |
| 30D | +2.9% | -1.2% | +4.1% | +3.1% |
| 3M | -1.2% | +58.9% | -60.1% | -13.7% |
| 6M | +60.9% | +9.3% | +51.5% | +56.4% |
| YTD | +87.5% | +30.4% | +57.2% | +72.3% |
| 1Y | +206.6% | +34.6% | +172.0% | +177.5% |
| 3Y | +392.1% | +246.7% | +145.4% | +271.8% |
| All | +392.1% | +253.4% | +138.7% | +271.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling