+248.9%
LRCX vs UAL
+210.6%
+38.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +6.8% | +3.6% | +7.6% |
| 7D | -2.7% | +10.2% | -12.9% | -6.3% |
| 30D | -30.6% | +12.0% | -42.6% | -33.8% |
| 3M | -28.8% | -7.1% | -21.8% | -26.9% |
| 6M | -24.6% | +20.9% | -45.5% | -30.3% |
| YTD | +29.7% | +7.7% | +22.0% | +23.9% |
| 1Y | +39.5% | +23.6% | +16.0% | +27.3% |
| 3Y | +248.9% | +222.6% | +26.4% | +126.4% |
| All | +248.9% | +210.6% | +38.4% | +126.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling