+26.4%
AZN vs LCID
-93.0%
+119.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.8% |
| 7D | -3.1% | -9.1% | +6.0% | -2.9% |
| 30D | +0.6% | -37.6% | +38.2% | +1.8% |
| 3M | -10.8% | -11.1% | +0.3% | -11.2% |
| 6M | -18.1% | -59.2% | +41.1% | -16.8% |
| YTD | -12.3% | -60.5% | +48.2% | -11.0% |
| 1Y | -0.2% | -78.5% | +78.3% | +2.9% |
| All | +26.4% | -93.0% | +119.3% | +39.4% |
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