+85.8%
AZO vs GPC
+29.3%
+56.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -2.9% | -1.8% | -1.2% | -2.2% |
| 30D | -5.3% | +0.1% | -5.4% | -5.4% |
| 3M | -7.3% | +37.4% | -44.7% | -20.0% |
| 6M | -22.7% | +25.4% | -48.1% | -30.5% |
| YTD | -15.0% | +12.2% | -27.2% | -20.7% |
| 1Y | -32.2% | -0.3% | -31.9% | -33.3% |
| 3Y | +10.0% | -1.6% | +11.6% | +5.2% |
| 5Y | +85.8% | +31.0% | +54.9% | +42.4% |
| All | +85.8% | +29.3% | +56.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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