+42.8%
LRCX vs U
+17.5%
+25.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -4.9% |
| 7D | -12.8% | +7.5% | -20.3% | -14.0% |
| 30D | -36.0% | -7.0% | -28.9% | -35.2% |
| 3M | -30.2% | +20.6% | -50.8% | -32.7% |
| 6M | -14.2% | +53.2% | -67.4% | -20.8% |
| YTD | +29.7% | -3.9% | +33.6% | +36.3% |
| 1Y | +42.8% | +18.4% | +24.4% | +34.2% |
| All | +42.8% | +17.5% | +25.3% | +34.2% |
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