+12,541.9%
LRCX vs UPS
+237.3%
+12,304.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +5.9% | +5.4% |
| 7D | +10.4% | -2.1% | +12.5% | +12.0% |
| 30D | +2.9% | -2.3% | +5.2% | +4.4% |
| 3M | -1.2% | -5.2% | +4.0% | +2.3% |
| 6M | +60.9% | +1.4% | +59.5% | +57.6% |
| YTD | +87.5% | +6.1% | +81.4% | +76.9% |
| 1Y | +206.6% | +27.0% | +179.7% | +152.3% |
| 3Y | +392.1% | -25.9% | +418.0% | +459.3% |
| 5Y | +478.4% | -34.6% | +513.0% | +610.3% |
| 10Y | +3,821.0% | +36.2% | +3,784.8% | +2,387.4% |
| All | +12,541.9% | +237.3% | +12,304.7% | +3,610.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling