+21,442.1%
LRCX vs AEIS
+2,566.8%
+18,875.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +3.9% |
| 7D | +1.9% | +3.0% | -1.1% | +0.5% |
| 30D | +0.1% | -14.6% | +14.7% | +8.0% |
| 3M | -8.5% | -12.4% | +4.0% | -1.2% |
| 6M | +38.1% | -15.0% | +53.0% | +50.7% |
| YTD | +80.1% | +34.3% | +45.8% | +57.0% |
| 1Y | +208.1% | +87.4% | +120.7% | +128.6% |
| 3Y | +350.2% | +139.8% | +210.4% | +195.9% |
| 5Y | +430.7% | +220.7% | +209.9% | +211.8% |
| 10Y | +3,633.2% | +531.6% | +3,101.6% | +1,521.1% |
| All | +21,442.1% | +2,566.8% | +18,875.3% | +3,566.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling