+302,042.5%
LRCX vs UL
+2,632.7%
+299,409.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.5% |
| 7D | +10.4% | -1.3% | +11.7% | +10.9% |
| 30D | +2.9% | +0.9% | +2.0% | +2.4% |
| 3M | -1.2% | +14.2% | -15.4% | -7.6% |
| 6M | +60.9% | -3.2% | +64.1% | +60.1% |
| YTD | +87.5% | -0.3% | +87.9% | +84.1% |
| 1Y | +206.6% | -8.8% | +215.4% | +210.2% |
| 3Y | +392.1% | +23.9% | +368.2% | +330.3% |
| 5Y | +478.4% | +21.4% | +457.1% | +404.6% |
| 10Y | +3,821.0% | +66.7% | +3,754.3% | +2,882.9% |
| All | +302,042.5% | +2,632.7% | +299,409.8% | +67,482.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling