+8.9%
CRCL vs AZN
+11.8%
-2.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -11.2% | -1.6% | -9.7% | -11.1% |
| 30D | +27.1% | +1.1% | +26.1% | +27.4% |
| 3M | +9.6% | -12.1% | +21.8% | +9.4% |
| 6M | -19.7% | -17.1% | -2.5% | -20.2% |
| YTD | +14.2% | -12.0% | +26.2% | +13.0% |
| 1Y | -32.2% | -0.2% | -32.0% | -30.3% |
| All | +8.9% | +11.8% | -2.9% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling