+60.7%
AZN vs LCID
-95.9%
+156.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | +0.3% |
| 7D | -1.6% | -9.8% | +8.3% | -1.3% |
| 30D | +1.1% | -35.5% | +36.5% | +2.1% |
| 3M | -12.1% | -18.4% | +6.2% | -12.1% |
| 6M | -17.1% | -60.5% | +43.3% | -15.9% |
| YTD | -12.0% | -60.1% | +48.1% | -10.8% |
| 1Y | -0.2% | -78.8% | +78.6% | +2.5% |
| 3Y | +26.8% | -92.8% | +119.5% | +31.6% |
| 5Y | +56.9% | -97.9% | +154.8% | +63.9% |
| All | +60.7% | -95.9% | +156.5% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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