+159.4%
LRCX vs ULTA
+5.8%
+153.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | -3.1% | -3.1% | 0.0% | -2.8% |
| 30D | -8.6% | +2.8% | -11.4% | -8.6% |
| 3M | -17.7% | +14.8% | -32.4% | -19.1% |
| 6M | +36.4% | -16.2% | +52.6% | +42.1% |
| YTD | +74.5% | -9.6% | +84.2% | +78.4% |
| 1Y | +159.4% | +4.8% | +154.7% | +162.1% |
| All | +159.4% | +5.8% | +153.7% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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