+3,866.3%
LRCX vs URI
+1,196.9%
+2,669.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -2.1% |
| 7D | +9.5% | +5.0% | +4.5% | +6.8% |
| 30D | +3.1% | -9.4% | +12.5% | +8.4% |
| 3M | -3.4% | -5.8% | +2.4% | 0.0% |
| 6M | +49.7% | +25.8% | +23.9% | +30.8% |
| YTD | +84.9% | +27.9% | +57.0% | +57.8% |
| 1Y | +200.8% | +9.7% | +191.1% | +177.9% |
| 3Y | +385.1% | +128.0% | +257.1% | +197.8% |
| 5Y | +460.5% | +212.4% | +248.1% | +183.5% |
| 10Y | +3,866.3% | +1,271.8% | +2,594.4% | +1,017.0% |
| All | +3,866.3% | +1,196.9% | +2,669.3% | +1,017.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling