+286.2%
LRCX vs AXON
+72.9%
+213.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -3.6% | -27.4% | +23.8% | +3.1% |
| 30D | -30.3% | -28.5% | -1.8% | -25.3% |
| 3M | -27.3% | -49.3% | +21.9% | -16.3% |
| 6M | -24.2% | -25.0% | +0.8% | -23.1% |
| YTD | +30.3% | -46.7% | +77.0% | +42.9% |
| 1Y | +34.3% | -48.3% | +82.5% | +48.7% |
| 3Y | +232.6% | +38.8% | +193.8% | +122.8% |
| 5Y | +286.2% | +77.7% | +208.5% | +99.6% |
| All | +286.2% | +72.9% | +213.3% | +99.6% |
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