+2,664.2%
LRCX vs UAL
+97.8%
+2,566.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.7% |
| 7D | +6.5% | +2.3% | +4.3% | +6.1% |
| 30D | -23.8% | +13.3% | -37.1% | -27.1% |
| 3M | -24.2% | -6.3% | -17.9% | -22.6% |
| 6M | -20.2% | +22.5% | -42.7% | -25.7% |
| YTD | +38.2% | +5.9% | +32.3% | +34.4% |
| 1Y | +48.9% | +24.7% | +24.2% | +37.3% |
| 3Y | +252.8% | +211.6% | +41.2% | +130.1% |
| 5Y | +304.3% | +130.6% | +173.8% | +179.0% |
| 10Y | +2,664.2% | +96.5% | +2,567.8% | +1,748.1% |
| All | +2,664.2% | +97.8% | +2,566.5% | +1,748.1% |
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