+42.8%
LRCX vs UEC
-46.3%
+89.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -2.1% |
| 7D | -12.8% | -13.8% | +1.0% | -7.6% |
| 30D | -36.0% | -23.1% | -12.9% | -29.5% |
| 3M | -30.2% | -31.5% | +1.3% | -20.6% |
| 6M | -14.2% | -51.5% | +37.3% | +7.4% |
| YTD | +29.7% | -38.4% | +68.2% | +41.5% |
| 1Y | +42.8% | -44.7% | +87.5% | +58.8% |
| All | +42.8% | -46.3% | +89.1% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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