+1,667.9%
LRCX vs UBER
+74.1%
+1,593.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.5% | +7.6% | +5.5% |
| 7D | +10.4% | -2.8% | +13.2% | +11.5% |
| 30D | +2.9% | -2.5% | +5.4% | +3.3% |
| 3M | -1.2% | +4.4% | -5.6% | -4.7% |
| 6M | +60.9% | -2.7% | +63.5% | +58.8% |
| YTD | +87.5% | -10.5% | +98.0% | +91.2% |
| 1Y | +206.6% | -22.5% | +229.1% | +230.7% |
| 3Y | +392.1% | +54.8% | +337.3% | +295.9% |
| 5Y | +478.4% | +82.5% | +395.9% | +305.6% |
| All | +1,667.9% | +74.1% | +1,593.8% | +1,066.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling