+38.6%
LRCX vs UUUU
-32.7%
+71.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.7% | -2.6% |
| 7D | +1.8% | -5.0% | +6.8% | +4.5% |
| 30D | -4.3% | -7.8% | +3.5% | -1.2% |
| 3M | -7.3% | -0.4% | -6.9% | -8.7% |
| 6M | +38.6% | -32.9% | +71.4% | +51.7% |
| All | +38.6% | -32.7% | +71.3% | +51.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling