+159.4%
LRCX vs UNP
+35.2%
+124.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -3.1% | -1.8% | -1.3% | -2.9% |
| 30D | -8.6% | -2.7% | -5.8% | -8.3% |
| 3M | -17.7% | +6.5% | -24.2% | -17.8% |
| 6M | +36.4% | +14.4% | +22.0% | +34.3% |
| YTD | +74.5% | +24.8% | +49.7% | +72.4% |
| 1Y | +159.4% | +34.4% | +125.0% | +150.1% |
| All | +159.4% | +35.2% | +124.2% | +150.1% |
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