+297,723.6%
LRCX vs AEP
+2,226.6%
+295,497.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +9.5% | +0.9% | +8.7% | +9.2% |
| 30D | +3.1% | +1.5% | +1.6% | +2.5% |
| 3M | -3.4% | -1.7% | -1.7% | -3.2% |
| 6M | +49.7% | -4.0% | +53.7% | +50.9% |
| YTD | +84.9% | +10.6% | +74.3% | +77.1% |
| 1Y | +200.8% | +18.6% | +182.2% | +180.8% |
| 3Y | +385.1% | +78.7% | +306.4% | +277.5% |
| 5Y | +460.5% | +65.1% | +395.4% | +344.0% |
| 10Y | +3,866.3% | +177.7% | +3,688.5% | +2,441.6% |
| All | +297,723.6% | +2,226.6% | +295,497.1% | +73,990.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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