+2,611.3%
LRCX vs AXON
+1,027.4%
+1,583.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.2% |
| 7D | +26.2% | -19.7% | +46.0% | +32.5% |
| 30D | -22.4% | -25.7% | +3.3% | -16.7% |
| 3M | -28.2% | -48.8% | +20.6% | -15.4% |
| 6M | -19.0% | -22.0% | +3.0% | -17.9% |
| YTD | +37.0% | -45.9% | +82.9% | +51.2% |
| 1Y | +45.5% | -46.1% | +91.6% | +60.9% |
| 3Y | +249.7% | +40.9% | +208.8% | +157.5% |
| 5Y | +293.9% | +80.2% | +213.6% | +152.3% |
| All | +2,611.3% | +1,027.4% | +1,583.8% | +978.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling