+1,900.5%
THC vs COO
+38.3%
+1,862.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | +8.8% | +4.5% | +4.3% | +6.1% |
| 30D | +10.0% | +16.9% | -6.9% | 0.0% |
| 3M | +11.7% | -16.7% | +28.4% | +23.2% |
| 6M | +52.5% | +5.9% | +46.5% | +43.6% |
| YTD | +46.1% | -22.4% | +68.5% | +67.1% |
| 1Y | +49.1% | -10.1% | +59.2% | +54.4% |
| 3Y | +439.6% | -22.8% | +462.4% | +469.4% |
| 5Y | +263.2% | -41.4% | +304.6% | +367.1% |
| 10Y | +1,900.5% | +41.3% | +1,859.2% | +1,804.2% |
| All | +1,900.5% | +38.3% | +1,862.1% | +1,804.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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