+302,042.5%
LRCX vs UNP
+9,650.4%
+292,392.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.4% |
| 7D | +10.4% | -0.7% | +11.2% | +10.9% |
| 30D | +2.9% | -1.1% | +4.1% | +3.6% |
| 3M | -1.2% | +7.9% | -9.0% | -5.8% |
| 6M | +60.9% | +14.6% | +46.2% | +46.8% |
| YTD | +87.5% | +26.6% | +61.0% | +61.2% |
| 1Y | +206.6% | +35.6% | +171.1% | +152.7% |
| 3Y | +392.1% | +45.5% | +346.6% | +284.6% |
| 5Y | +478.4% | +50.0% | +428.4% | +338.2% |
| 10Y | +3,821.0% | +271.8% | +3,549.2% | +1,724.0% |
| All | +302,042.5% | +9,650.4% | +292,392.0% | +21,514.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling