+42.8%
LRCX vs UUUU
-55.1%
+97.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.7% |
| 7D | -12.8% | -14.4% | +1.7% | -7.9% |
| 30D | -36.0% | -33.6% | -2.3% | -26.6% |
| 3M | -30.2% | -44.2% | +13.9% | -16.0% |
| 6M | -14.2% | -66.8% | +52.6% | +17.3% |
| YTD | +29.7% | -50.6% | +80.4% | +48.9% |
| 1Y | +42.8% | -57.8% | +100.6% | +70.8% |
| All | +42.8% | -55.1% | +97.9% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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