+282.9%
QCOM vs AZN
+223.4%
+59.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.5% | +2.8% |
| 7D | +7.8% | -1.6% | +9.4% | +8.3% |
| 30D | +12.2% | +1.1% | +11.1% | +11.7% |
| 3M | -9.9% | -12.1% | +2.3% | -7.2% |
| 6M | +36.9% | -17.1% | +54.1% | +43.2% |
| YTD | +8.0% | -12.0% | +20.0% | +10.5% |
| 1Y | +15.0% | -0.2% | +15.2% | +12.4% |
| 3Y | +75.8% | +26.8% | +49.1% | +56.4% |
| 5Y | +42.2% | +56.9% | -14.7% | +14.8% |
| All | +282.9% | +223.4% | +59.5% | +146.3% |
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