+53.6%
AZN vs CVE
+317.2%
-263.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -1.2% |
| 7D | 0.0% | +2.5% | -2.5% | -0.1% |
| 30D | +0.7% | +16.7% | -16.0% | -0.2% |
| 3M | -10.5% | +9.3% | -19.8% | -11.1% |
| 6M | -19.3% | +43.6% | -62.9% | -21.5% |
| YTD | -10.6% | +93.6% | -104.2% | -14.9% |
| 1Y | +0.5% | +98.8% | -98.2% | -4.7% |
| 3Y | +25.9% | +73.6% | -47.7% | +19.1% |
| All | +53.6% | +317.2% | -263.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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