-33.9%
AZO vs CASY
+14.3%
-48.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | +0.1% |
| 7D | -3.6% | -18.6% | +15.0% | -0.8% |
| 30D | -5.6% | -26.6% | +21.1% | -1.4% |
| 3M | -6.6% | -32.8% | +26.1% | -1.0% |
| 6M | -22.5% | -10.0% | -12.5% | -24.6% |
| YTD | -15.2% | +11.6% | -26.8% | -24.1% |
| 1Y | -33.9% | +11.5% | -45.4% | -41.6% |
| All | -33.9% | +14.3% | -48.3% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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