+40,092.1%
AZO vs CPB
+213.2%
+39,878.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.8% | -1.5% |
| 7D | -0.5% | -8.2% | +7.7% | +1.5% |
| 30D | -5.6% | -5.6% | 0.0% | -4.5% |
| 3M | -4.0% | +3.0% | -7.0% | -4.9% |
| 6M | -18.9% | -12.7% | -6.2% | -16.6% |
| YTD | -13.0% | -18.0% | +5.0% | -9.3% |
| 1Y | -30.4% | -31.7% | +1.3% | -24.3% |
| 3Y | +12.7% | -41.0% | +53.6% | +25.1% |
| 5Y | +89.6% | -38.4% | +128.0% | +107.3% |
| 10Y | +304.7% | -45.0% | +349.6% | +339.1% |
| All | +40,092.1% | +213.2% | +39,878.9% | +27,642.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling