+7,640.2%
LRCX vs UAL
+242.1%
+7,398.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +4.6% |
| 7D | +1.9% | +0.7% | +1.2% | +1.7% |
| 30D | +0.1% | -16.1% | +16.2% | +4.0% |
| 3M | -8.5% | +6.1% | -14.6% | -9.6% |
| 6M | +38.1% | +10.8% | +27.2% | +35.2% |
| YTD | +80.1% | -0.4% | +80.5% | +80.0% |
| 1Y | +208.1% | +5.0% | +203.0% | +204.1% |
| 3Y | +350.2% | +124.0% | +226.2% | +267.7% |
| 5Y | +430.7% | +141.0% | +289.7% | +319.6% |
| 10Y | +3,633.2% | +118.0% | +3,515.2% | +2,669.8% |
| All | +7,640.2% | +242.1% | +7,398.1% | +4,088.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling