+85.2%
AZO vs CHD
+20.9%
+64.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -4.5% | +0.9% | -2.2% |
| 30D | -5.6% | -6.7% | +1.2% | -3.5% |
| 3M | -6.6% | -2.7% | -3.9% | -5.8% |
| 6M | -22.5% | -4.9% | -17.6% | -21.4% |
| YTD | -15.2% | +13.3% | -28.5% | -18.3% |
| 1Y | -33.9% | +1.0% | -34.9% | -34.2% |
| 3Y | +11.8% | +1.3% | +10.5% | +10.1% |
| All | +85.2% | +20.9% | +64.3% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 5y: compounded portfolio wealth divided by compounded CHD 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…
5y analysis · Full analysis span regression · 6 months rolling