+1,148.4%
AZN vs CHRW
+4,244.2%
-3,095.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.9% |
| 7D | -1.5% | +1.9% | -3.4% | -1.8% |
| 30D | -0.9% | +0.9% | -1.8% | -1.1% |
| 3M | -11.8% | -19.9% | +8.0% | -8.9% |
| 6M | -17.6% | -15.8% | -1.8% | -15.9% |
| YTD | -12.0% | -5.6% | -6.5% | -12.6% |
| 1Y | -0.9% | +21.0% | -21.9% | -6.5% |
| 3Y | +23.7% | +86.0% | -62.4% | +5.2% |
| 5Y | +54.5% | +88.6% | -34.1% | +28.4% |
| 10Y | +218.2% | +169.3% | +48.9% | +137.1% |
| All | +1,148.4% | +4,244.2% | -3,095.8% | +444.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CHRW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling