+40,092.1%
AZO vs GPC
+2,341.5%
+37,750.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.8% | +0.4% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | -5.6% | -0.4% | -5.2% | -5.5% |
| 3M | -4.0% | +39.2% | -43.2% | -19.2% |
| 6M | -18.9% | +18.2% | -37.2% | -26.2% |
| YTD | -13.0% | +12.1% | -25.1% | -19.4% |
| 1Y | -30.4% | -0.7% | -29.8% | -31.7% |
| 3Y | +12.7% | -1.7% | +14.4% | +7.0% |
| 5Y | +89.6% | +29.3% | +60.4% | +56.0% |
| 10Y | +304.7% | +80.7% | +224.0% | +171.6% |
| All | +40,092.1% | +2,341.5% | +37,750.6% | +9,624.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling