+0.9%
QCOM vs AZN
+6.0%
-5.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.7% | -2.6% |
| 7D | +4.3% | -1.1% | +5.3% | +4.1% |
| 30D | -0.1% | +13.8% | -13.9% | +1.6% |
| 3M | +5.2% | +17.3% | -12.1% | +7.5% |
| 6M | -18.4% | -1.7% | -16.6% | -16.7% |
| YTD | +2.4% | +1.4% | +1.0% | +1.3% |
| 1Y | +0.9% | +5.2% | -4.3% | -1.8% |
| All | +0.9% | +6.0% | -5.1% | -1.8% |
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