+478.4%
LRCX vs AXON
+177.9%
+300.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.1% | +4.6% |
| 7D | +10.4% | -2.5% | +12.9% | +10.9% |
| 30D | +2.9% | -11.5% | +14.4% | +5.2% |
| 3M | -1.2% | +7.3% | -8.5% | -5.5% |
| 6M | +60.9% | -11.9% | +72.8% | +60.6% |
| YTD | +87.5% | -11.0% | +98.5% | +84.6% |
| 1Y | +206.6% | -31.8% | +238.4% | +225.9% |
| 3Y | +392.1% | +135.4% | +256.7% | +195.6% |
| 5Y | +478.4% | +176.9% | +301.6% | +172.9% |
| All | +478.4% | +177.9% | +300.5% | +172.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling