+216.5%
AZN vs LVS
0.0%
+216.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -1.6% | -3.5% | +1.9% | -1.2% |
| 30D | +1.1% | -6.2% | +7.3% | +1.8% |
| 3M | -12.1% | -14.8% | +2.7% | -10.6% |
| 6M | -17.1% | -20.9% | +3.7% | -15.1% |
| YTD | -12.0% | -33.0% | +21.1% | -8.3% |
| 1Y | -0.2% | -20.0% | +19.8% | +1.7% |
| 3Y | +26.8% | -6.9% | +33.7% | +25.4% |
| 5Y | +56.9% | +9.1% | +47.8% | +48.6% |
| All | +216.5% | 0.0% | +216.5% | +182.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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