+361.3%
LRCX vs AEE
+46.3%
+314.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.9% |
| 7D | +1.8% | -0.7% | +2.5% | +1.6% |
| 30D | -4.3% | -2.0% | -2.3% | -4.8% |
| 3M | -7.3% | -2.8% | -4.5% | -8.1% |
| 6M | +38.6% | -3.6% | +42.1% | +37.5% |
| YTD | +74.4% | +7.3% | +67.1% | +76.5% |
| 1Y | +179.1% | +8.7% | +170.4% | +183.3% |
| All | +361.3% | +46.3% | +314.9% | +421.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling