+424.9%
LRCX vs UNP
+51.6%
+373.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.8% |
| 7D | +1.8% | -1.2% | +3.0% | +2.4% |
| 30D | -4.3% | -2.0% | -2.3% | -3.4% |
| 3M | -7.3% | +7.5% | -14.8% | -11.0% |
| 6M | +38.6% | +15.3% | +23.2% | +27.1% |
| YTD | +74.4% | +25.4% | +49.0% | +52.2% |
| 1Y | +179.1% | +35.6% | +143.5% | +132.1% |
| 3Y | +357.7% | +44.1% | +313.5% | +260.1% |
| 5Y | +424.9% | +54.0% | +370.9% | +310.9% |
| All | +424.9% | +51.6% | +373.3% | +310.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling