+415.7%
LRCX vs AEM
+298.9%
+116.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.9% |
| 7D | +1.8% | -5.0% | +6.9% | +3.2% |
| 30D | -4.3% | +8.5% | -12.8% | -6.6% |
| 3M | -7.3% | +29.3% | -36.6% | -13.7% |
| 6M | +38.6% | -12.9% | +51.5% | +40.8% |
| YTD | +74.4% | +16.8% | +57.7% | +67.0% |
| 1Y | +179.1% | +29.8% | +149.3% | +161.9% |
| 3Y | +357.7% | +336.7% | +20.9% | +243.6% |
| All | +415.7% | +298.9% | +116.8% | +276.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling