+338.2%
AZN vs LII
+169.1%
+169.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -1.1% | +2.9% | -4.0% | -1.5% |
| 30D | +13.8% | +0.9% | +12.9% | +13.5% |
| 3M | +17.3% | -15.5% | +32.8% | +20.1% |
| 6M | -1.7% | -30.2% | +28.5% | +2.7% |
| YTD | +1.4% | -26.8% | +28.2% | +4.9% |
| 1Y | +5.2% | -25.3% | +30.4% | +8.4% |
| 3Y | +52.6% | -7.8% | +60.4% | +48.6% |
| 5Y | +72.9% | +17.0% | +55.9% | +57.8% |
| All | +338.2% | +169.1% | +169.1% | +248.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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