+460.5%
LRCX vs U
-67.7%
+528.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +9.5% | +4.4% | +5.2% | +8.5% |
| 30D | +3.1% | -1.3% | +4.4% | +3.3% |
| 3M | -3.4% | +49.6% | -53.0% | -12.8% |
| 6M | +49.7% | +100.2% | -50.5% | +24.6% |
| YTD | +84.9% | -3.7% | +88.5% | +78.6% |
| 1Y | +200.8% | -6.5% | +207.3% | +190.5% |
| 3Y | +385.1% | +12.9% | +372.2% | +313.2% |
| 5Y | +460.5% | -68.3% | +528.8% | +432.6% |
| All | +460.5% | -67.7% | +528.2% | +432.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling