+43.4%
C vs AZO
-32.5%
+76.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +0.8% | -3.6% | +4.4% | +0.7% |
| 30D | +0.9% | -5.6% | +6.5% | +0.8% |
| 3M | +1.1% | -6.6% | +7.7% | +0.9% |
| 6M | +28.4% | -22.5% | +50.9% | +27.2% |
| YTD | +20.8% | -15.2% | +35.9% | +21.1% |
| 1Y | +43.4% | -33.9% | +77.4% | +41.1% |
| All | +43.4% | -32.5% | +76.0% | +41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling