+6,709.6%
LRCX vs AAOI
+953.6%
+5,756.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | -8.6% | -23.7% | +15.1% | -5.4% |
| 3M | -17.7% | -39.0% | +21.3% | -12.7% |
| 6M | +36.4% | -17.0% | +53.4% | +34.3% |
| YTD | +74.5% | +202.2% | -127.7% | +39.6% |
| 1Y | +159.4% | +292.4% | -133.0% | +96.9% |
| 3Y | +361.6% | +804.4% | -442.8% | +171.9% |
| 5Y | +425.2% | +1,318.0% | -892.8% | +149.0% |
| 10Y | +3,645.0% | +436.7% | +3,208.3% | +1,653.7% |
| All | +6,709.6% | +953.6% | +5,756.0% | +2,887.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 all: compounded portfolio wealth divided by compounded AAOI 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…
all analysis · Full analysis span regression · 6 months rolling