-1.7%
AZN vs LCID
-50.7%
+48.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | +19.1% |
| 6M | -1.7% | -53.8% | +52.0% | -2.8% |
| All | -1.7% | -50.7% | +48.9% | -2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling