+34.3%
LRCX vs URI
+30.2%
+4.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +1.5% |
| 7D | -3.6% | -6.0% | +2.4% | -0.7% |
| 30D | -30.3% | +4.6% | -34.8% | -31.1% |
| 3M | -27.3% | -2.7% | -24.6% | -26.4% |
| 6M | -24.2% | +18.4% | -42.6% | -26.6% |
| YTD | +30.3% | +37.4% | -7.1% | +11.5% |
| 1Y | +34.3% | +30.4% | +3.9% | +21.3% |
| All | +34.3% | +30.2% | +4.1% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling