+11.8%
AZO vs WCC
+130.1%
-118.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.3% |
| 7D | -3.6% | +1.5% | -5.1% | -3.6% |
| 30D | -5.6% | -2.1% | -3.4% | -5.5% |
| 3M | -6.6% | +3.8% | -10.5% | -6.9% |
| 6M | -22.5% | +35.0% | -57.5% | -24.2% |
| YTD | -15.2% | +46.4% | -61.5% | -17.3% |
| 1Y | -33.9% | +63.0% | -96.9% | -36.0% |
| 3Y | +11.8% | +133.9% | -122.1% | +3.6% |
| All | +11.8% | +130.1% | -118.3% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling