+2,479.7%
LRCX vs AXP
+453.0%
+2,026.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.0% | +9.4% | +9.7% |
| 7D | -2.7% | -1.1% | -1.6% | -1.9% |
| 30D | -30.6% | +5.2% | -35.8% | -32.9% |
| 3M | -28.8% | -4.6% | -24.3% | -27.0% |
| 6M | -24.6% | +3.2% | -27.8% | -27.1% |
| YTD | +29.7% | -11.3% | +41.0% | +37.6% |
| 1Y | +39.5% | -11.0% | +50.5% | +47.6% |
| 3Y | +248.9% | +120.2% | +128.8% | +99.8% |
| 5Y | +274.3% | +91.7% | +182.6% | +129.8% |
| 10Y | +2,479.7% | +440.3% | +2,039.4% | +764.3% |
| All | +2,479.7% | +453.0% | +2,026.7% | +764.3% |
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