+37,987.7%
LRCX vs URI
+7,134.6%
+30,853.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.5% |
| 7D | +1.9% | -2.0% | +3.9% | +2.7% |
| 30D | +0.1% | -12.9% | +13.0% | +5.2% |
| 3M | -8.5% | -6.7% | -1.8% | -5.7% |
| 6M | +38.1% | +19.0% | +19.1% | +28.6% |
| YTD | +80.1% | +25.5% | +54.5% | +62.8% |
| 1Y | +208.1% | +5.5% | +202.5% | +196.4% |
| 3Y | +350.2% | +111.3% | +238.9% | +234.6% |
| 5Y | +430.7% | +198.6% | +232.1% | +246.2% |
| 10Y | +3,633.2% | +1,179.9% | +2,453.3% | +1,304.3% |
| All | +37,987.7% | +7,134.6% | +30,853.1% | +3,849.3% |
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 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