+1,376.8%
STX vs AZN
+25.4%
+1,351.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.9% |
| 7D | +9.6% | -2.9% | +12.5% | +9.8% |
| 30D | +10.6% | -3.1% | +13.7% | +10.8% |
| 3M | +4.8% | -14.4% | +19.2% | +6.0% |
| 6M | +137.3% | -19.5% | +156.7% | +143.5% |
| YTD | +222.5% | -13.8% | +236.2% | +224.9% |
| 1Y | +366.2% | -2.4% | +368.6% | +354.8% |
| All | +1,376.8% | +25.4% | +1,351.4% | +1,250.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling