+304.3%
LRCX vs THC
+267.4%
+37.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.1% | +5.8% |
| 7D | +6.5% | +0.2% | +6.3% | +6.6% |
| 30D | -23.8% | +9.0% | -32.8% | -25.8% |
| 3M | -24.2% | +12.9% | -37.1% | -27.0% |
| 6M | -20.2% | +52.8% | -73.0% | -31.6% |
| YTD | +38.2% | +47.4% | -9.2% | +19.1% |
| 1Y | +48.9% | +47.7% | +1.1% | +28.1% |
| 3Y | +252.8% | +444.7% | -191.8% | +84.3% |
| 5Y | +304.3% | +269.3% | +35.1% | +134.8% |
| All | +304.3% | +267.4% | +37.0% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling