+3,821.0%
LRCX vs AXP
+465.7%
+3,355.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +10.4% | +0.6% | +9.8% | +9.9% |
| 30D | +2.9% | -4.3% | +7.3% | +5.7% |
| 3M | -1.2% | +4.7% | -5.9% | -4.6% |
| 6M | +60.9% | +9.0% | +51.9% | +50.9% |
| YTD | +87.5% | -11.1% | +98.7% | +99.3% |
| 1Y | +206.6% | +1.3% | +205.4% | +197.9% |
| 3Y | +392.1% | +114.5% | +277.6% | +189.7% |
| 5Y | +478.4% | +118.0% | +360.4% | +229.9% |
| 10Y | +3,821.0% | +464.9% | +3,356.1% | +1,388.4% |
| All | +3,821.0% | +465.7% | +3,355.3% | +1,388.4% |
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