+220,578.8%
LRCX vs THC
+559.0%
+220,019.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | +26.2% | +0.1% | +26.1% | +26.2% |
| 30D | -22.4% | +7.5% | -29.8% | -23.4% |
| 3M | -28.2% | +7.5% | -35.8% | -29.3% |
| 6M | -19.0% | +46.4% | -65.5% | -25.6% |
| YTD | +37.0% | +44.4% | -7.4% | +25.9% |
| 1Y | +45.5% | +43.4% | +2.1% | +33.9% |
| 3Y | +249.7% | +433.3% | -183.6% | +150.2% |
| 5Y | +293.9% | +262.5% | +31.3% | +194.5% |
| 10Y | +2,639.6% | +1,871.5% | +768.1% | +1,275.9% |
| All | +220,578.8% | +559.0% | +220,019.9% | +95,457.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling