+26.8%
AZN vs LNT
+46.9%
-20.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.6% | -1.0% | -0.5% | -1.2% |
| 30D | +1.1% | -4.2% | +5.3% | +2.6% |
| 3M | -12.1% | -6.7% | -5.5% | -9.8% |
| 6M | -17.1% | -3.6% | -13.6% | -16.0% |
| YTD | -12.0% | +5.9% | -17.9% | -13.7% |
| 1Y | -0.2% | +7.3% | -7.5% | -2.6% |
| 3Y | +26.8% | +46.5% | -19.7% | +11.4% |
| All | +26.8% | +46.9% | -20.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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