+29,133.4%
LRCX vs URI
+8,144.3%
+20,989.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.2% | +1.9% | +4.5% |
| 7D | +6.5% | +2.4% | +4.1% | +6.2% |
| 30D | -23.8% | +8.9% | -32.7% | -25.9% |
| 3M | -24.2% | +0.8% | -25.0% | -24.2% |
| 6M | -20.2% | +23.1% | -43.3% | -25.5% |
| YTD | +38.2% | +43.1% | -4.8% | +19.5% |
| 1Y | +48.9% | +35.7% | +13.2% | +31.4% |
| 3Y | +252.8% | +158.2% | +94.6% | +145.1% |
| 5Y | +304.3% | +212.6% | +91.8% | +160.0% |
| 10Y | +2,664.2% | +1,210.8% | +1,453.5% | +938.4% |
| All | +29,133.4% | +8,144.3% | +20,989.1% | +2,798.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling