+189.0%
CDE vs AZN
+55.9%
+133.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.8% | +1.0% |
| 7D | -3.1% | -1.6% | -1.6% | -2.5% |
| 30D | +9.5% | +1.1% | +8.4% | +9.0% |
| 3M | +25.5% | -12.1% | +37.6% | +31.8% |
| 6M | -7.9% | -17.1% | +9.2% | 0.0% |
| YTD | +15.6% | -12.0% | +27.5% | +21.6% |
| 1Y | +34.0% | -0.2% | +34.3% | +32.1% |
| 3Y | +791.9% | +26.8% | +765.1% | +648.2% |
| All | +189.0% | +55.9% | +133.1% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling