+2,547.4%
LRCX vs URI
+1,189.1%
+1,358.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +1.6% |
| 7D | -3.6% | -6.0% | +2.4% | +0.3% |
| 30D | -30.3% | +4.6% | -34.8% | -31.7% |
| 3M | -27.3% | -2.7% | -24.6% | -26.2% |
| 6M | -24.2% | +18.4% | -42.6% | -30.2% |
| YTD | +30.3% | +37.4% | -7.1% | +6.9% |
| 1Y | +34.3% | +30.4% | +3.9% | +13.5% |
| 3Y | +232.6% | +147.9% | +84.7% | +93.2% |
| 5Y | +286.2% | +202.1% | +84.1% | +94.5% |
| 10Y | +2,547.4% | +1,182.4% | +1,365.0% | +624.7% |
| All | +2,547.4% | +1,189.1% | +1,358.4% | +624.7% |
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