+424.9%
LRCX vs AEIS
+219.6%
+205.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -2.3% |
| 7D | +1.8% | -0.2% | +2.0% | +2.2% |
| 30D | -4.3% | -16.4% | +12.1% | +10.0% |
| 3M | -7.3% | -11.1% | +3.8% | +1.5% |
| 6M | +38.6% | -12.0% | +50.6% | +50.1% |
| YTD | +74.4% | +30.9% | +43.6% | +35.5% |
| 1Y | +179.1% | +74.3% | +104.8% | +69.8% |
| 3Y | +357.7% | +165.2% | +192.5% | +86.1% |
| 5Y | +424.9% | +220.0% | +204.8% | +75.1% |
| All | +424.9% | +219.6% | +205.3% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling