+208.1%
LRCX vs U
+6.4%
+201.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.3% |
| 7D | +1.9% | -3.8% | +5.7% | +2.6% |
| 30D | +0.1% | +17.5% | -17.4% | -3.0% |
| 3M | -8.5% | +38.7% | -47.2% | -14.0% |
| 6M | +38.1% | +104.4% | -66.4% | +19.3% |
| YTD | +80.1% | -5.7% | +85.7% | +86.9% |
| 1Y | +208.1% | +3.7% | +204.4% | +205.4% |
| All | +208.1% | +6.4% | +201.7% | +205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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