+415.7%
LRCX vs UUUU
+88.5%
+327.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.7% | -4.2% |
| 7D | +1.8% | -5.0% | +6.8% | +3.1% |
| 30D | -4.3% | -7.8% | +3.5% | -2.8% |
| 3M | -7.3% | -0.4% | -6.9% | -7.3% |
| 6M | +38.6% | -32.9% | +71.4% | +48.9% |
| YTD | +74.4% | -6.3% | +80.7% | +71.4% |
| 1Y | +179.1% | +7.9% | +171.2% | +156.6% |
| 3Y | +357.7% | +85.2% | +272.5% | +237.7% |
| All | +415.7% | +88.5% | +327.2% | +250.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling