+208.1%
LRCX vs UPS
+27.3%
+180.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.7% |
| 7D | +1.9% | -2.9% | +4.8% | +3.3% |
| 30D | +0.1% | -3.5% | +3.6% | +1.7% |
| 3M | -8.5% | -5.7% | -2.8% | -6.3% |
| 6M | +38.1% | -4.4% | +42.4% | +37.3% |
| YTD | +80.1% | +8.0% | +72.0% | +72.3% |
| 1Y | +208.1% | +29.0% | +179.0% | +171.0% |
| All | +208.1% | +27.3% | +180.8% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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