+4,581.7%
AZN vs LNT
+1,690.7%
+2,891.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.6% |
| 7D | -2.9% | +0.2% | -3.1% | -3.0% |
| 30D | -3.1% | -0.5% | -2.6% | -3.0% |
| 3M | -14.4% | -5.5% | -8.9% | -13.0% |
| 6M | -19.5% | -3.8% | -15.7% | -18.6% |
| YTD | -13.8% | +6.8% | -20.6% | -15.6% |
| 1Y | -2.4% | +9.3% | -11.7% | -5.3% |
| 3Y | +21.3% | +47.9% | -26.7% | +6.5% |
| 5Y | +53.6% | +31.6% | +22.0% | +38.5% |
| 10Y | +220.1% | +150.1% | +70.0% | +131.1% |
| All | +4,581.7% | +1,690.7% | +2,891.0% | +1,858.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling