+44,958.3%
AZO vs DOC
+2,181.2%
+42,777.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +5.5% | +6.2% | -0.7% | +4.0% |
| 30D | +14.2% | +6.5% | +7.7% | +12.5% |
| 3M | +7.9% | -6.2% | +14.2% | +9.5% |
| 6M | -6.6% | +25.6% | -32.1% | -11.9% |
| YTD | -2.4% | +32.1% | -34.5% | -9.4% |
| 1Y | -9.6% | +20.3% | -29.9% | -14.2% |
| 3Y | +28.5% | +42.7% | -14.2% | +15.2% |
| 5Y | +82.0% | -22.2% | +104.2% | +86.9% |
| 10Y | +352.3% | +16.5% | +335.7% | +304.9% |
| All | +44,958.3% | +2,181.2% | +42,777.1% | +19,749.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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