+416.0%
LRCX vs UBER
+78.0%
+338.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | -3.1% | -5.4% | +2.3% | -1.1% |
| 30D | -8.6% | -4.9% | -3.7% | -7.2% |
| 3M | -17.7% | +3.0% | -20.7% | -20.4% |
| 6M | +36.4% | -4.4% | +40.8% | +35.5% |
| YTD | +74.5% | -12.3% | +86.8% | +79.4% |
| 1Y | +159.4% | -24.3% | +183.8% | +183.3% |
| 3Y | +361.6% | +46.4% | +315.1% | +277.7% |
| All | +416.0% | +78.0% | +338.0% | +251.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling