+424.9%
LRCX vs UEC
+273.6%
+151.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.0% | -0.6% | -4.5% |
| 7D | +1.8% | -4.3% | +6.1% | +2.9% |
| 30D | -4.3% | -3.8% | -0.5% | -3.8% |
| 3M | -7.3% | +17.0% | -24.3% | -10.6% |
| 6M | +38.6% | -23.9% | +62.5% | +44.1% |
| YTD | +74.4% | -5.7% | +80.1% | +73.0% |
| 1Y | +179.1% | -12.5% | +191.7% | +176.3% |
| 3Y | +357.7% | +136.5% | +221.2% | +246.5% |
| 5Y | +424.9% | +243.3% | +181.6% | +242.2% |
| All | +424.9% | +273.6% | +151.3% | +242.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling