+288.6%
AZO vs CPB
-45.3%
+333.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -3.6% | -1.8% | -1.8% | -3.2% |
| 30D | -5.6% | -7.1% | +1.5% | -4.3% |
| 3M | -6.6% | -6.0% | -0.6% | -5.7% |
| 6M | -22.5% | -5.3% | -17.3% | -21.9% |
| YTD | -15.2% | -20.8% | +5.7% | -11.7% |
| 1Y | -33.9% | -33.8% | -0.1% | -28.9% |
| 3Y | +11.8% | -43.7% | +55.5% | +22.8% |
| 5Y | +85.5% | -40.7% | +126.2% | +102.0% |
| All | +288.6% | -45.3% | +333.8% | +328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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