+208,807.6%
LRCX vs AXP
+6,640.9%
+202,166.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.0% | +9.4% | +9.9% |
| 7D | -2.7% | -1.1% | -1.6% | -2.0% |
| 30D | -30.6% | +5.2% | -35.8% | -32.5% |
| 3M | -28.8% | -4.6% | -24.3% | -27.3% |
| 6M | -24.6% | +3.2% | -27.8% | -26.6% |
| YTD | +29.7% | -11.3% | +41.0% | +36.4% |
| 1Y | +39.5% | -11.0% | +50.5% | +46.4% |
| 3Y | +248.9% | +120.2% | +128.8% | +124.3% |
| 5Y | +274.3% | +91.7% | +182.6% | +156.3% |
| 10Y | +2,479.7% | +440.3% | +2,039.4% | +898.4% |
| All | +208,807.6% | +6,640.9% | +202,166.7% | +19,394.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling