+424.9%
LRCX vs UL
+18.7%
+406.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -5.5% |
| 7D | +1.8% | -4.1% | +5.9% | +2.4% |
| 30D | -4.3% | -1.2% | -3.1% | -4.2% |
| 3M | -7.3% | +6.0% | -13.3% | -9.0% |
| 6M | +38.6% | -5.5% | +44.0% | +39.8% |
| YTD | +74.4% | -3.3% | +77.8% | +74.8% |
| 1Y | +179.1% | -9.8% | +188.9% | +184.5% |
| 3Y | +357.7% | +20.1% | +337.5% | +307.4% |
| 5Y | +424.9% | +19.2% | +405.7% | +352.1% |
| All | +424.9% | +18.7% | +406.2% | +352.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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