+208.1%
LRCX vs NU
+3.6%
+204.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +6.1% |
| 7D | +1.9% | +7.5% | -5.6% | -2.1% |
| 30D | +0.1% | +6.1% | -6.1% | -3.8% |
| 3M | -8.5% | +26.8% | -35.3% | -21.0% |
| 6M | +38.1% | +2.5% | +35.6% | +36.6% |
| YTD | +80.1% | -8.2% | +88.2% | +91.9% |
| 1Y | +208.1% | +3.4% | +204.7% | +210.9% |
| All | +208.1% | +3.6% | +204.5% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling