+2,664.3%
TSLA vs AZN
+223.4%
+2,440.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +3.2% | -1.6% | +4.8% | +3.7% |
| 30D | +11.6% | +1.1% | +10.5% | +11.2% |
| 3M | -8.4% | -12.1% | +3.7% | -5.5% |
| 6M | -10.4% | -17.1% | +6.8% | -5.8% |
| YTD | -18.7% | -12.0% | -6.8% | -16.7% |
| 1Y | -0.9% | -0.2% | -0.7% | -3.2% |
| 3Y | +33.6% | +26.8% | +6.8% | +16.8% |
| 5Y | +48.9% | +56.9% | -8.0% | +15.5% |
| All | +2,664.3% | +223.4% | +2,440.9% | +1,615.8% |
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 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