+40,523.5%
AZO vs EXPD
+31,156.8%
+9,366.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +0.7% | -1.1% | +1.9% | +0.9% |
| 30D | -2.7% | +4.1% | -6.8% | -3.5% |
| 3M | -3.2% | +17.9% | -21.1% | -6.3% |
| 6M | -19.7% | +29.2% | -49.0% | -23.8% |
| YTD | -12.0% | +27.4% | -39.4% | -16.7% |
| 1Y | -29.5% | +56.8% | -86.4% | -36.0% |
| 3Y | +17.3% | +68.0% | -50.7% | +4.2% |
| 5Y | +94.1% | +61.9% | +32.2% | +72.0% |
| 10Y | +303.3% | +316.0% | -12.7% | +200.1% |
| All | +40,523.5% | +31,156.8% | +9,366.8% | +20,139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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