+47.5%
CCL vs AZN
+27.6%
+19.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.5% |
| 7D | -4.3% | -3.1% | -1.2% | -3.5% |
| 30D | -19.0% | +0.6% | -19.5% | -19.1% |
| 3M | -13.1% | -10.8% | -2.3% | -11.0% |
| 6M | -13.3% | -18.1% | +4.8% | -8.5% |
| YTD | -25.2% | -12.3% | -13.0% | -22.3% |
| 1Y | -27.2% | -0.2% | -27.0% | -26.2% |
| All | +47.5% | +27.6% | +19.9% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling