+223.9%
NXPI vs AZN
+223.4%
+0.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.1% | +4.4% |
| 7D | +3.9% | -1.6% | +5.4% | +4.3% |
| 30D | +1.4% | +1.1% | +0.3% | +1.0% |
| 3M | -21.5% | -12.1% | -9.4% | -19.1% |
| 6M | +19.4% | -17.1% | +36.5% | +25.0% |
| YTD | +9.9% | -12.0% | +21.9% | +12.9% |
| 1Y | +7.9% | -0.2% | +8.1% | +5.9% |
| 3Y | +22.7% | +26.8% | -4.1% | +10.3% |
| 5Y | +22.1% | +56.9% | -34.8% | +1.0% |
| All | +223.9% | +223.4% | +0.5% | +115.4% |
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 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