+159.4%
LRCX vs AME
+29.6%
+129.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -4.8% |
| 7D | -3.1% | +1.7% | -4.8% | -5.6% |
| 30D | -8.6% | -6.4% | -2.1% | +1.2% |
| 3M | -17.7% | +7.1% | -24.8% | -23.2% |
| 6M | +36.4% | +8.2% | +28.2% | +26.0% |
| YTD | +74.5% | +18.2% | +56.4% | +50.8% |
| 1Y | +159.4% | +26.7% | +132.7% | +120.0% |
| All | +159.4% | +29.6% | +129.9% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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