+22,336.3%
LRCX vs AEIS
+2,641.0%
+19,695.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +2.8% |
| 7D | +10.4% | +8.1% | +2.3% | +6.3% |
| 30D | +2.9% | -11.1% | +14.1% | +8.9% |
| 3M | -1.2% | -5.6% | +4.5% | +2.6% |
| 6M | +60.9% | -0.6% | +61.5% | +62.7% |
| YTD | +87.5% | +38.0% | +49.5% | +61.3% |
| 1Y | +206.6% | +87.2% | +119.4% | +127.6% |
| 3Y | +392.1% | +179.7% | +212.4% | +200.9% |
| 5Y | +478.4% | +241.7% | +236.7% | +229.9% |
| 10Y | +3,821.0% | +547.2% | +3,273.8% | +1,582.4% |
| All | +22,336.3% | +2,641.0% | +19,695.3% | +3,667.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling