+3,549.0%
LRCX vs AEIS
+562.2%
+2,986.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.9% | -3.7% |
| 7D | -3.1% | +2.3% | -5.3% | -4.8% |
| 30D | -8.6% | -14.8% | +6.3% | +2.8% |
| 3M | -17.7% | -15.6% | -2.1% | -6.8% |
| 6M | +36.4% | -8.7% | +45.1% | +43.7% |
| YTD | +74.5% | +37.3% | +37.2% | +33.4% |
| 1Y | +159.4% | +80.3% | +79.1% | +59.7% |
| 3Y | +361.6% | +177.9% | +183.6% | +96.3% |
| 5Y | +425.2% | +235.8% | +189.4% | +94.2% |
| All | +3,549.0% | +562.2% | +2,986.8% | +678.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling