+36.4%
LRCX vs AZN
-17.5%
+53.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | +0.2% |
| 7D | -3.1% | -1.6% | -1.5% | -3.4% |
| 30D | -8.6% | +1.1% | -9.6% | -8.1% |
| 3M | -17.7% | -12.1% | -5.5% | -18.2% |
| 6M | +36.4% | -17.1% | +53.5% | +43.3% |
| All | +36.4% | -17.5% | +53.9% | +43.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling