+7,513.4%
LRCX vs URA
-31.1%
+7,544.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.8% |
| 7D | +1.9% | +1.1% | +0.8% | +1.4% |
| 30D | +0.1% | +7.4% | -7.3% | -3.4% |
| 3M | -8.5% | -8.4% | -0.1% | -4.2% |
| 6M | +38.1% | -12.7% | +50.8% | +47.5% |
| YTD | +80.1% | +7.8% | +72.3% | +74.6% |
| 1Y | +208.1% | +19.5% | +188.6% | +182.9% |
| 3Y | +350.2% | +116.4% | +233.8% | +207.2% |
| 5Y | +430.7% | +134.3% | +296.4% | +232.5% |
| 10Y | +3,633.2% | +359.3% | +3,274.0% | +1,525.5% |
| All | +7,513.4% | -31.1% | +7,544.5% | +5,804.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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