+208.1%
LRCX vs UNP
+32.8%
+175.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.1% |
| 7D | +1.9% | -5.3% | +7.3% | +2.2% |
| 30D | +0.1% | -1.5% | +1.6% | +0.2% |
| 3M | -8.5% | +10.3% | -18.7% | -8.8% |
| 6M | +38.1% | +9.7% | +28.4% | +36.9% |
| YTD | +80.1% | +27.1% | +53.0% | +78.3% |
| 1Y | +208.1% | +32.6% | +175.5% | +226.1% |
| All | +208.1% | +32.8% | +175.2% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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