-7.9%
CDE vs AZN
-17.5%
+9.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.8% | +1.0% |
| 7D | -3.1% | -1.6% | -1.6% | -2.3% |
| 30D | +9.5% | +1.1% | +8.4% | +9.1% |
| 3M | +25.5% | -12.1% | +37.6% | +31.4% |
| 6M | -7.9% | -17.1% | +9.2% | +7.4% |
| All | -7.9% | -17.5% | +9.6% | +7.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling