+361.3%
LRCX vs UUUU
+83.7%
+277.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.7% | -4.4% |
| 7D | +1.8% | -5.0% | +6.8% | +2.9% |
| 30D | -4.3% | -7.8% | +3.5% | -3.0% |
| 3M | -7.3% | -0.4% | -6.9% | -7.4% |
| 6M | +38.6% | -32.9% | +71.4% | +46.3% |
| YTD | +74.4% | -6.3% | +80.7% | +73.3% |
| 1Y | +179.1% | +7.9% | +171.2% | +164.4% |
| All | +361.3% | +83.7% | +277.6% | +260.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling