+52.6%
AZN vs LCID
-92.2%
+144.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.3% | +0.3% |
| 7D | -1.1% | -10.2% | +9.1% | -0.8% |
| 30D | +13.8% | -10.2% | +24.0% | +14.0% |
| 3M | +17.3% | -54.1% | +71.4% | +19.3% |
| 6M | -1.7% | -53.8% | +52.0% | -0.7% |
| YTD | +1.4% | -72.0% | +73.4% | +3.3% |
| 1Y | +5.2% | -80.5% | +85.7% | +8.0% |
| 3Y | +52.6% | -92.6% | +145.2% | +62.0% |
| All | +52.6% | -92.2% | +144.8% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling