+40,092.1%
AZO vs CASY
+41,343.5%
-1,251.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.5% |
| 7D | -0.5% | -4.4% | +3.9% | +0.4% |
| 30D | -5.6% | -12.0% | +6.4% | -3.2% |
| 3M | -4.0% | -2.3% | -1.6% | -4.3% |
| 6M | -18.9% | +10.5% | -29.5% | -21.3% |
| YTD | -13.0% | +33.0% | -46.0% | -18.7% |
| 1Y | -30.4% | +41.1% | -71.6% | -35.8% |
| 3Y | +12.7% | +207.5% | -194.8% | -12.6% |
| 5Y | +89.6% | +290.7% | -201.1% | +39.6% |
| 10Y | +304.7% | +556.5% | -251.8% | +165.2% |
| All | +40,092.1% | +41,343.5% | -1,251.4% | +11,531.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling