+3,866.3%
LRCX vs UAL
+98.4%
+3,767.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | +9.5% | -1.1% | +10.7% | +9.9% |
| 30D | +3.1% | -13.4% | +16.5% | +8.2% |
| 3M | -3.4% | -2.3% | -1.1% | -2.5% |
| 6M | +49.7% | +13.3% | +36.4% | +43.3% |
| YTD | +84.9% | -4.2% | +89.1% | +86.3% |
| 1Y | +200.8% | +1.4% | +199.4% | +197.0% |
| 3Y | +385.1% | +125.8% | +259.3% | +250.7% |
| 5Y | +460.5% | +130.0% | +330.5% | +288.4% |
| 10Y | +3,866.3% | +104.2% | +3,762.0% | +2,522.5% |
| All | +3,866.3% | +98.4% | +3,767.9% | +2,522.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling