+478.4%
LRCX vs THC
+248.0%
+230.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.4% | +4.8% |
| 7D | +10.4% | -2.6% | +13.0% | +11.2% |
| 30D | +2.9% | -1.2% | +4.1% | +3.2% |
| 3M | -1.2% | +58.9% | -60.1% | -16.3% |
| 6M | +60.9% | +9.3% | +51.5% | +53.7% |
| YTD | +87.5% | +30.4% | +57.2% | +68.1% |
| 1Y | +206.6% | +34.6% | +172.0% | +170.3% |
| 3Y | +392.1% | +246.7% | +145.4% | +202.6% |
| 5Y | +478.4% | +244.5% | +233.9% | +251.7% |
| All | +478.4% | +248.0% | +230.5% | +251.7% |
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