+7,240.6%
LRCX vs UEC
+73.5%
+7,167.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.9% | +5.1% |
| 7D | +1.9% | -6.9% | +8.8% | +3.0% |
| 30D | +0.1% | +7.6% | -7.6% | -1.3% |
| 3M | -8.5% | -18.4% | +9.9% | -6.2% |
| 6M | +38.1% | -23.3% | +61.3% | +42.0% |
| YTD | +80.1% | -1.2% | +81.3% | +78.2% |
| 1Y | +208.1% | +2.3% | +205.8% | +200.0% |
| 3Y | +350.2% | +162.3% | +187.9% | +269.6% |
| 5Y | +430.7% | +287.2% | +143.4% | +289.6% |
| 10Y | +3,633.2% | +1,009.6% | +2,623.6% | +2,041.1% |
| All | +7,240.6% | +73.5% | +7,167.1% | +3,503.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling