+42.8%
LRCX vs AEE
+13.9%
+28.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.5% | -6.5% | -2.6% |
| 7D | -12.8% | +4.7% | -17.5% | -10.3% |
| 30D | -36.0% | +13.4% | -49.4% | -31.5% |
| 3M | -30.2% | +4.1% | -34.3% | -28.0% |
| 6M | -14.2% | +2.0% | -16.3% | -11.9% |
| YTD | +29.7% | +15.6% | +14.1% | +34.6% |
| 1Y | +42.8% | +14.1% | +28.7% | +46.9% |
| All | +42.8% | +13.9% | +28.9% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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