+159.4%
LRCX vs UBER
-24.2%
+183.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | -3.1% | -5.4% | +2.3% | -2.3% |
| 30D | -8.6% | -4.9% | -3.7% | -8.0% |
| 3M | -17.7% | +3.0% | -20.7% | -20.4% |
| 6M | +36.4% | -4.4% | +40.8% | +35.8% |
| YTD | +74.5% | -12.3% | +86.8% | +81.7% |
| 1Y | +159.4% | -24.3% | +183.8% | +193.3% |
| All | +159.4% | -24.2% | +183.6% | +193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 1y: compounded portfolio wealth divided by compounded UBER 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…
1y analysis · Full analysis span regression · 6 months rolling