+63.2%
AZN vs LCID
-95.4%
+158.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.3% |
| 7D | 0.0% | -6.6% | +6.6% | +0.1% |
| 30D | +0.7% | -30.1% | +30.9% | +1.5% |
| 3M | -10.5% | -17.6% | +7.1% | -10.6% |
| 6M | -19.3% | -54.4% | +35.2% | -18.3% |
| YTD | -10.6% | -55.7% | +45.1% | -9.6% |
| 1Y | +0.5% | -71.0% | +71.6% | +2.5% |
| 3Y | +25.9% | -92.6% | +118.5% | +30.6% |
| 5Y | +52.4% | -97.6% | +150.0% | +58.8% |
| All | +63.2% | -95.4% | +158.6% | +68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling