+26.4%
AZN vs O
+26.9%
-0.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | -3.1% | -3.5% | +0.4% | -1.6% |
| 30D | +0.6% | -3.3% | +3.9% | +2.0% |
| 3M | -10.8% | -2.8% | -8.0% | -9.6% |
| 6M | -18.1% | -5.8% | -12.4% | -16.1% |
| YTD | -12.3% | +9.4% | -21.7% | -15.2% |
| 1Y | -0.2% | +5.7% | -5.9% | -2.3% |
| All | +26.4% | +26.9% | -0.5% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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