+243.9%
LRCX vs AXON
+44.5%
+199.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.1% | -3.7% |
| 7D | +12.7% | +0.8% | +11.9% | +12.6% |
| 30D | -21.3% | -22.8% | +1.5% | -19.0% |
| 3M | -32.9% | -48.8% | +15.9% | -27.6% |
| 6M | -23.4% | -16.3% | -7.1% | -24.2% |
| YTD | +32.4% | -44.5% | +76.8% | +39.4% |
| 1Y | +48.0% | -43.4% | +91.4% | +55.4% |
| 3Y | +243.9% | +44.3% | +199.7% | +150.1% |
| All | +243.9% | +44.5% | +199.4% | +150.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling