+17,056.4%
STX vs AZN
+935.4%
+16,120.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.6% | +8.1% | +7.0% |
| 7D | +10.7% | -1.5% | +12.2% | +11.2% |
| 30D | +11.3% | -0.9% | +12.1% | +11.2% |
| 3M | +3.2% | -11.8% | +15.1% | +6.2% |
| 6M | +157.0% | -17.6% | +174.6% | +170.0% |
| YTD | +229.2% | -12.0% | +241.3% | +237.0% |
| 1Y | +381.8% | -0.9% | +382.7% | +371.9% |
| 3Y | +1,383.2% | +23.7% | +1,359.5% | +1,215.4% |
| 5Y | +1,144.9% | +54.5% | +1,090.3% | +893.2% |
| 10Y | +3,676.0% | +218.2% | +3,457.9% | +2,050.1% |
| All | +17,056.4% | +935.4% | +16,120.9% | +5,656.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling