+1,791.5%
AZO vs SPXU
-100.0%
+1,891.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | -0.6% |
| 7D | -3.6% | +2.5% | -6.1% | -3.1% |
| 30D | -5.6% | +4.2% | -9.7% | -4.7% |
| 3M | -6.6% | -9.3% | +2.6% | -8.2% |
| 6M | -22.5% | -30.7% | +8.2% | -27.4% |
| YTD | -15.2% | -28.1% | +13.0% | -19.7% |
| 1Y | -33.9% | -35.2% | +1.3% | -38.6% |
| 3Y | +11.8% | -79.9% | +91.7% | -14.5% |
| 5Y | +85.5% | -86.4% | +171.9% | +42.9% |
| 10Y | +298.2% | -99.5% | +397.7% | +88.3% |
| All | +1,791.5% | -100.0% | +1,891.5% | +467.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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