-9.5%
AZO vs LSCC
+57.8%
-67.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.7% | +4.0% |
| 7D | +5.3% | +3.0% | +2.4% | +5.6% |
| 30D | +18.4% | -19.3% | +37.7% | +18.0% |
| 3M | +9.8% | -22.3% | +32.1% | +9.5% |
| 6M | -4.5% | -14.6% | +10.1% | -6.0% |
| YTD | -1.9% | +45.8% | -47.7% | -5.8% |
| 1Y | -9.5% | +69.6% | -79.1% | -10.9% |
| All | -9.5% | +57.8% | -67.4% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 1y: compounded portfolio wealth divided by compounded LSCC 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…
1y analysis · Full analysis span regression · 6 months rolling