+361.6%
LRCX vs AZN
+28.0%
+333.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | 0.0% |
| 7D | -3.1% | -1.6% | -1.5% | -2.8% |
| 30D | -8.6% | +1.1% | -9.6% | -8.8% |
| 3M | -17.7% | -12.1% | -5.5% | -16.0% |
| 6M | +36.4% | -17.1% | +53.5% | +42.0% |
| YTD | +74.5% | -12.0% | +86.5% | +78.3% |
| 1Y | +159.4% | -0.2% | +159.7% | +154.9% |
| 3Y | +361.6% | +26.8% | +334.8% | +341.5% |
| All | +361.6% | +28.0% | +333.6% | +341.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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