+159.4%
LRCX vs AEM
+32.6%
+126.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.7% |
| 7D | -3.1% | -2.1% | -0.9% | -2.2% |
| 30D | -8.6% | +8.4% | -17.0% | -12.4% |
| 3M | -17.7% | +27.3% | -45.0% | -27.7% |
| 6M | +36.4% | -9.7% | +46.0% | +37.7% |
| YTD | +74.5% | +19.0% | +55.6% | +56.7% |
| 1Y | +159.4% | +31.5% | +128.0% | +116.2% |
| All | +159.4% | +32.6% | +126.9% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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