+338.2%
AZN vs LSCC
+1,351.6%
-1,013.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.5% | +5.5% | +0.5% |
| 7D | -1.1% | +7.0% | -8.0% | -1.7% |
| 30D | +13.8% | -2.3% | +16.1% | +13.6% |
| 3M | +17.3% | -12.5% | +29.8% | +17.9% |
| 6M | -1.7% | -10.6% | +8.8% | -2.4% |
| YTD | +1.4% | +52.7% | -51.3% | -5.2% |
| 1Y | +5.2% | +74.0% | -68.8% | -3.0% |
| 3Y | +52.6% | +104.8% | -52.2% | +34.0% |
| 5Y | +72.9% | +36.2% | +36.6% | +52.9% |
| All | +338.2% | +1,351.6% | -1,013.4% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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