+208.1%
LRCX vs AEE
+8.8%
+199.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.1% | +5.1% |
| 7D | +1.9% | +0.3% | +1.6% | +2.0% |
| 30D | +0.1% | -2.3% | +2.4% | -0.9% |
| 3M | -8.5% | +0.2% | -8.7% | -10.0% |
| 6M | +38.1% | -4.7% | +42.8% | +36.2% |
| YTD | +80.1% | +8.1% | +72.0% | +80.0% |
| 1Y | +208.1% | +8.5% | +199.5% | +215.1% |
| All | +208.1% | +8.8% | +199.3% | +215.1% |
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