+1,075.3%
C vs AZO
+43,293.3%
-42,218.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +3.6% | +0.7% | +2.9% | +3.3% |
| 30D | +0.1% | -2.7% | +2.8% | +1.1% |
| 3M | +2.4% | -3.2% | +5.6% | +2.9% |
| 6M | +24.9% | -19.7% | +44.7% | +34.9% |
| YTD | +19.8% | -12.0% | +31.8% | +23.7% |
| 1Y | +44.9% | -29.5% | +74.4% | +62.9% |
| 3Y | +263.0% | +17.3% | +245.6% | +223.8% |
| 5Y | +129.5% | +94.1% | +35.5% | +61.5% |
| 10Y | +291.6% | +303.3% | -11.7% | +96.0% |
| All | +1,075.3% | +43,293.3% | -42,218.1% | +32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling