+478.4%
LRCX vs URI
+206.8%
+271.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +3.9% |
| 7D | +10.4% | +2.5% | +7.9% | +8.9% |
| 30D | +2.9% | -12.5% | +15.5% | +10.8% |
| 3M | -1.2% | -6.2% | +5.0% | +2.8% |
| 6M | +60.9% | +25.9% | +35.0% | +39.6% |
| YTD | +87.5% | +26.2% | +61.3% | +59.4% |
| 1Y | +206.6% | +5.5% | +201.2% | +189.3% |
| 3Y | +392.1% | +125.0% | +267.1% | +181.7% |
| 5Y | +478.4% | +210.4% | +268.0% | +143.1% |
| All | +478.4% | +206.8% | +271.6% | +143.1% |
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