+159.4%
LRCX vs UUUU
+3.5%
+155.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +1.3% |
| 7D | -3.1% | -10.5% | +7.4% | -0.3% |
| 30D | -8.6% | -10.5% | +2.0% | -6.2% |
| 3M | -17.7% | -14.1% | -3.6% | -15.4% |
| 6M | +36.4% | -35.5% | +71.8% | +45.6% |
| YTD | +74.5% | -10.9% | +85.5% | +77.4% |
| 1Y | +159.4% | +3.4% | +156.1% | +163.6% |
| All | +159.4% | +3.5% | +155.9% | +163.6% |
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