+478.4%
LRCX vs UAL
+131.8%
+346.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +5.3% |
| 7D | +10.4% | +3.5% | +7.0% | +8.8% |
| 30D | +2.9% | -16.5% | +19.4% | +10.6% |
| 3M | -1.2% | +2.8% | -3.9% | -2.2% |
| 6M | +60.9% | +17.6% | +43.3% | +50.5% |
| YTD | +87.5% | -3.2% | +90.7% | +87.8% |
| 1Y | +206.6% | +0.4% | +206.2% | +201.8% |
| 3Y | +392.1% | +128.2% | +263.9% | +232.1% |
| 5Y | +478.4% | +137.7% | +340.7% | +261.7% |
| All | +478.4% | +131.8% | +346.7% | +261.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling