+16.4%
AZN vs QXO
-25.8%
+42.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | +1.8% |
| 7D | +11.5% | +16.6% | -5.1% | +9.4% |
| 30D | +20.8% | +6.6% | +14.2% | +19.5% |
| 3M | +21.5% | -17.5% | +38.9% | +23.6% |
| 6M | +3.0% | -33.8% | +36.8% | +7.7% |
| YTD | +3.9% | -34.4% | +38.2% | +9.5% |
| 1Y | +16.4% | -25.0% | +41.4% | +19.8% |
| All | +16.4% | -25.8% | +42.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 1y: compounded portfolio wealth divided by compounded QXO 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…
1y analysis · Full analysis span regression · 6 months rolling