+288.6%
AZO vs QSR
+135.2%
+153.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -3.6% | -4.0% | +0.4% | -2.3% |
| 30D | -5.6% | +2.8% | -8.3% | -6.5% |
| 3M | -6.6% | +5.1% | -11.7% | -8.3% |
| 6M | -22.5% | +8.8% | -31.3% | -24.8% |
| YTD | -15.2% | +14.8% | -30.0% | -19.5% |
| 1Y | -33.9% | +25.7% | -59.7% | -39.3% |
| 3Y | +11.8% | +27.5% | -15.7% | +0.4% |
| 5Y | +85.5% | +41.3% | +44.3% | +58.8% |
| All | +288.6% | +135.2% | +153.4% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling