+44,287.4%
AZO vs CASY
+40,172.4%
+4,115.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.1% |
| 7D | +1.3% | +3.6% | -2.2% | +0.6% |
| 30D | +12.0% | +9.1% | +2.9% | +10.0% |
| 3M | +7.2% | -16.5% | +23.7% | +10.8% |
| 6M | -3.2% | -19.7% | +16.5% | +0.2% |
| YTD | -3.9% | +29.3% | -33.2% | -10.0% |
| 1Y | -14.7% | +33.1% | -47.8% | -20.6% |
| 3Y | +20.4% | +158.5% | -138.1% | -3.4% |
| 5Y | +72.8% | +266.7% | -193.9% | +28.5% |
| 10Y | +334.4% | +553.5% | -219.1% | +184.5% |
| All | +44,287.4% | +40,172.4% | +4,115.0% | +12,782.8% |
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