+6,927.4%
LRCX vs ULTA
+1,575.4%
+5,352.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | -3.1% | -3.1% | 0.0% | -2.2% |
| 30D | -8.6% | +2.8% | -11.4% | -9.6% |
| 3M | -17.7% | +14.8% | -32.4% | -21.6% |
| 6M | +36.4% | -16.2% | +52.6% | +41.7% |
| YTD | +74.5% | -9.6% | +84.2% | +77.0% |
| 1Y | +159.4% | +4.8% | +154.7% | +150.8% |
| 3Y | +361.6% | +30.7% | +330.9% | +306.4% |
| 5Y | +425.2% | +45.9% | +379.4% | +344.2% |
| 10Y | +3,645.0% | +129.0% | +3,516.0% | +2,502.3% |
| All | +6,927.4% | +1,575.4% | +5,352.0% | +2,125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling