+48.9%
LRCX vs AXP
-11.2%
+60.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.5% | -2.9% | +9.4% | +7.9% |
| 30D | -23.8% | +3.7% | -27.5% | -24.8% |
| 3M | -24.2% | -4.9% | -19.3% | -22.5% |
| 6M | -20.2% | +4.1% | -24.2% | -22.3% |
| YTD | +38.2% | -11.7% | +49.9% | +42.8% |
| 1Y | +48.9% | -11.7% | +60.6% | +54.5% |
| All | +48.9% | -11.2% | +60.1% | +54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling