+898.1%
AZN vs WCC
+1,734.6%
-836.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.8% |
| 7D | -2.9% | +6.8% | -9.7% | -3.7% |
| 30D | -3.1% | -3.0% | -0.1% | -2.8% |
| 3M | -14.4% | +0.2% | -14.6% | -14.9% |
| 6M | -19.5% | +33.2% | -52.7% | -22.8% |
| YTD | -13.8% | +45.8% | -59.6% | -18.3% |
| 1Y | -2.4% | +68.4% | -70.8% | -9.3% |
| 3Y | +21.3% | +131.1% | -109.9% | +5.8% |
| 5Y | +53.6% | +225.6% | -172.0% | +25.5% |
| 10Y | +220.1% | +534.2% | -314.0% | +126.3% |
| All | +898.1% | +1,734.6% | -836.6% | +466.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling