+2,520.1%
LRCX vs URI
+1,173.3%
+1,346.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -2.7% |
| 7D | +12.7% | +6.7% | +6.0% | +9.1% |
| 30D | -21.3% | +8.9% | -30.1% | -24.4% |
| 3M | -32.9% | +0.5% | -33.4% | -32.9% |
| 6M | -23.4% | +20.7% | -44.1% | -30.1% |
| YTD | +32.4% | +40.0% | -7.7% | +7.5% |
| 1Y | +48.0% | +34.4% | +13.6% | +23.1% |
| 3Y | +243.9% | +149.5% | +94.5% | +99.2% |
| 5Y | +280.6% | +205.6% | +75.0% | +90.5% |
| All | +2,520.1% | +1,173.3% | +1,346.8% | +608.7% |
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