+70.5%
AZO vs PCOR
-17.1%
+87.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | +0.5% | +20.7% | -20.2% | -0.6% |
| 30D | +9.4% | +35.7% | -26.2% | +7.5% |
| 3M | +4.9% | +31.1% | -26.2% | +3.1% |
| 6M | -8.0% | +43.1% | -51.1% | -10.2% |
| YTD | -5.1% | +4.8% | -10.0% | -6.4% |
| 1Y | -13.7% | -3.7% | -10.0% | -14.5% |
| 3Y | +19.1% | +46.5% | -27.5% | +13.5% |
| All | +70.5% | -17.1% | +87.6% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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