+297,723.7%
LRCX vs UNH
+135,996.8%
+161,726.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.9% |
| 7D | +9.5% | -1.7% | +11.2% | +10.0% |
| 30D | +3.1% | -3.8% | +6.9% | +4.1% |
| 3M | -3.4% | -4.3% | +0.9% | -2.6% |
| 6M | +49.7% | +38.6% | +11.1% | +35.6% |
| YTD | +84.9% | +20.7% | +64.2% | +72.1% |
| 1Y | +200.8% | +16.0% | +184.8% | +182.7% |
| 3Y | +385.1% | -13.5% | +398.5% | +367.6% |
| 5Y | +460.5% | +3.5% | +457.0% | +409.5% |
| 10Y | +3,866.3% | +245.3% | +3,620.9% | +2,504.9% |
| All | +297,723.7% | +135,996.8% | +161,726.9% | +25,674.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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