+66.5%
AZN vs LSCC
+36.6%
+29.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.4% | -6.9% | +1.1% |
| 7D | +1.5% | +19.3% | -17.8% | +0.3% |
| 30D | +19.0% | -9.6% | +28.6% | +19.6% |
| 3M | +17.3% | -12.4% | +29.7% | +18.0% |
| 6M | +3.6% | -10.5% | +14.0% | +3.0% |
| YTD | +4.1% | +54.8% | -50.7% | -2.2% |
| 1Y | +13.1% | +79.4% | -66.3% | +4.8% |
| 3Y | +55.8% | +109.6% | -53.8% | +37.6% |
| 5Y | +66.5% | +40.4% | +26.1% | +36.6% |
| All | +66.5% | +36.6% | +29.9% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling