+179.1%
LRCX vs U
-8.3%
+187.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.4% |
| 7D | +1.8% | 0.0% | +1.9% | +1.8% |
| 30D | -4.3% | -4.1% | -0.2% | -3.7% |
| 3M | -7.3% | +57.8% | -65.1% | -15.0% |
| 6M | +38.6% | +103.5% | -65.0% | +19.7% |
| YTD | +74.4% | -4.8% | +79.2% | +81.7% |
| 1Y | +179.1% | -2.4% | +181.5% | +181.8% |
| All | +179.1% | -8.3% | +187.4% | +181.8% |
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