+85.8%
AZO vs STLA
-63.7%
+149.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -2.9% | -3.8% | +0.9% | -2.6% |
| 30D | -5.3% | -3.1% | -2.2% | -5.1% |
| 3M | -7.3% | -19.6% | +12.3% | -5.9% |
| 6M | -22.7% | -23.5% | +0.8% | -21.4% |
| YTD | -15.0% | -51.5% | +36.5% | -10.4% |
| 1Y | -32.2% | -39.7% | +7.4% | -30.7% |
| 3Y | +10.0% | -66.3% | +76.3% | +18.9% |
| 5Y | +85.8% | -63.1% | +149.0% | +95.3% |
| All | +85.8% | -63.7% | +149.5% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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