+274.3%
LRCX vs URI
+199.0%
+75.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +6.9% | +3.5% | +6.5% |
| 7D | -2.7% | -4.0% | +1.3% | +0.2% |
| 30D | -30.6% | +6.8% | -37.4% | -32.8% |
| 3M | -28.8% | -2.8% | -26.0% | -27.6% |
| 6M | -24.6% | +20.9% | -45.5% | -31.6% |
| YTD | +29.7% | +40.2% | -10.6% | +4.0% |
| 1Y | +39.5% | +34.1% | +5.4% | +15.2% |
| 3Y | +248.9% | +164.1% | +84.8% | +81.9% |
| 5Y | +274.3% | +199.3% | +75.0% | +54.5% |
| All | +274.3% | +199.0% | +75.4% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling