+36,517.7%
LRCX vs AEE
+818.5%
+35,699.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +9.5% | +1.1% | +8.5% | +9.1% |
| 30D | +3.1% | 0.0% | +3.1% | +3.1% |
| 3M | -3.4% | -0.9% | -2.5% | -3.7% |
| 6M | +49.7% | -2.4% | +52.1% | +49.6% |
| YTD | +84.9% | +8.6% | +76.2% | +76.7% |
| 1Y | +200.8% | +10.2% | +190.7% | +185.2% |
| 3Y | +385.1% | +47.8% | +337.2% | +295.1% |
| 5Y | +460.5% | +40.1% | +420.4% | +361.6% |
| 10Y | +3,866.3% | +195.0% | +3,671.2% | +2,209.1% |
| All | +36,517.7% | +818.5% | +35,699.2% | +15,400.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling