+291.5%
C vs AZO
+297.5%
-6.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +0.3% | -2.9% | +3.2% | +1.3% |
| 30D | +2.0% | -5.3% | +7.3% | +3.9% |
| 3M | +4.4% | -7.3% | +11.7% | +6.4% |
| 6M | +28.3% | -22.7% | +51.0% | +39.2% |
| YTD | +20.5% | -15.0% | +35.5% | +25.3% |
| 1Y | +45.5% | -32.2% | +77.8% | +64.3% |
| 3Y | +274.0% | +10.0% | +264.0% | +240.0% |
| 5Y | +136.1% | +85.8% | +50.3% | +64.6% |
| All | +291.5% | +297.5% | -6.0% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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