+2,664.2%
LRCX vs AXP
+428.9%
+2,235.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.5% | -2.9% | +9.4% | +8.8% |
| 30D | -23.8% | +3.7% | -27.5% | -25.7% |
| 3M | -24.2% | -4.9% | -19.3% | -22.0% |
| 6M | -20.2% | +4.1% | -24.2% | -23.2% |
| YTD | +38.2% | -11.7% | +49.9% | +47.0% |
| 1Y | +48.9% | -11.7% | +60.6% | +58.4% |
| 3Y | +252.8% | +116.5% | +136.3% | +104.0% |
| 5Y | +304.3% | +89.5% | +214.8% | +149.9% |
| 10Y | +2,664.2% | +424.9% | +2,239.3% | +800.3% |
| All | +2,664.2% | +428.9% | +2,235.4% | +800.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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