+3,866.3%
LRCX vs AXON
+1,811.1%
+2,055.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | -0.6% |
| 7D | +9.5% | -3.3% | +12.9% | +10.4% |
| 30D | +3.1% | -17.8% | +20.9% | +8.0% |
| 3M | -3.4% | +8.3% | -11.7% | -8.2% |
| 6M | +49.7% | -12.4% | +62.0% | +48.7% |
| YTD | +84.9% | -13.7% | +98.6% | +82.2% |
| 1Y | +200.8% | -33.1% | +233.9% | +218.3% |
| 3Y | +385.1% | +128.2% | +256.8% | +221.1% |
| 5Y | +460.5% | +170.5% | +290.0% | +231.8% |
| 10Y | +3,866.3% | +1,846.0% | +2,020.3% | +1,406.1% |
| All | +3,866.3% | +1,811.1% | +2,055.2% | +1,406.1% |
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