-32.4%
LRCX vs AXP
+0.9%
-33.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.2% | +9.5% | +8.4% |
| 7D | -16.2% | +0.6% | -16.8% | -15.9% |
| 30D | -39.2% | +5.8% | -45.0% | -39.3% |
| 3M | -34.4% | -6.0% | -28.4% | -33.1% |
| 6M | -32.4% | +0.3% | -32.7% | -33.6% |
| All | -32.4% | +0.9% | -33.3% | -33.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling