+216.5%
AZN vs QXO
+34.5%
+182.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -1.6% | -7.8% | +6.2% | -1.5% |
| 30D | +1.1% | -18.1% | +19.2% | +1.3% |
| 3M | -12.1% | -25.8% | +13.6% | -11.9% |
| 6M | -17.1% | -41.7% | +24.6% | -16.7% |
| YTD | -12.0% | -36.2% | +24.2% | -11.6% |
| 1Y | -0.2% | -42.1% | +41.9% | +0.2% |
| 3Y | +26.8% | -46.2% | +72.9% | +24.2% |
| 5Y | +56.9% | -70.7% | +127.6% | +53.7% |
| All | +216.5% | +34.5% | +182.0% | +201.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling