+219.2%
CVX vs AZN
+223.4%
-4.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +2.6% | -1.6% | +4.2% | +3.0% |
| 30D | +9.8% | +1.1% | +8.8% | +9.5% |
| 3M | +16.2% | -12.1% | +28.3% | +19.3% |
| 6M | +13.6% | -17.1% | +30.8% | +17.9% |
| YTD | +44.4% | -12.0% | +56.3% | +47.0% |
| 1Y | +40.6% | -0.2% | +40.8% | +38.1% |
| 3Y | +48.2% | +26.8% | +21.4% | +34.1% |
| 5Y | +172.3% | +56.9% | +115.4% | +125.8% |
| All | +219.2% | +223.4% | -4.2% | +137.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling