+42.8%
LRCX vs AEIS
+6.2%
+36.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -11.1% | +7.1% | +4.3% |
| 7D | -12.8% | -12.7% | -0.1% | -4.2% |
| 30D | -36.0% | -28.8% | -7.1% | -17.9% |
| 3M | -30.2% | -38.0% | +7.8% | -1.4% |
| 6M | -14.2% | -45.3% | +31.1% | +29.8% |
| YTD | +29.7% | +1.1% | +28.6% | +26.9% |
| 1Y | +42.8% | +8.6% | +34.2% | +34.0% |
| All | +42.8% | +6.2% | +36.6% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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