-38.5%
CRCL vs AZN
+16.0%
-54.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.1% | -7.6% | -8.6% |
| 7D | -13.1% | +7.1% | -20.3% | -13.9% |
| 30D | -17.4% | +17.8% | -35.2% | -19.7% |
| 3M | +9.8% | +15.7% | -5.9% | +7.5% |
| 6M | -39.2% | +3.1% | -42.2% | -39.9% |
| YTD | -12.4% | +2.7% | -15.1% | -17.2% |
| 1Y | -38.5% | +16.3% | -54.9% | -43.8% |
| All | -38.5% | +16.0% | -54.5% | -43.8% |
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