+206.6%
LRCX vs AXP
+0.9%
+205.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +10.4% | +0.6% | +9.8% | +10.1% |
| 30D | +2.9% | -4.3% | +7.3% | +4.8% |
| 3M | -1.2% | +4.7% | -5.9% | -3.9% |
| 6M | +60.9% | +9.0% | +51.9% | +53.7% |
| YTD | +87.5% | -11.1% | +98.7% | +93.8% |
| 1Y | +206.6% | +1.3% | +205.4% | +204.5% |
| All | +206.6% | +0.9% | +205.7% | +204.5% |
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