+416.0%
LRCX vs UPS
-34.8%
+450.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | -3.1% | -2.0% | -1.1% | -2.1% |
| 30D | -8.6% | -2.0% | -6.6% | -7.7% |
| 3M | -17.7% | -6.2% | -11.4% | -15.1% |
| 6M | +36.4% | +2.8% | +33.6% | +33.5% |
| YTD | +74.5% | +5.9% | +68.6% | +67.4% |
| 1Y | +159.4% | +26.2% | +133.2% | +125.0% |
| 3Y | +361.6% | -26.0% | +387.6% | +411.4% |
| All | +416.0% | -34.8% | +450.8% | +515.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling