-28.8%
CCL vs AZN
+0.1%
-28.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -3.2% | -1.6% | -1.7% | -2.8% |
| 30D | -17.8% | +1.1% | -18.8% | -18.0% |
| 3M | -18.7% | -12.1% | -6.5% | -15.9% |
| 6M | -11.4% | -17.1% | +5.7% | -5.4% |
| YTD | -24.3% | -12.0% | -12.3% | -19.9% |
| 1Y | -28.8% | -0.2% | -28.6% | -23.8% |
| All | -28.8% | +0.1% | -28.9% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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