+287.5%
CAH vs AZO
+296.8%
-9.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -5.1% | -3.6% | -1.5% | -4.1% |
| 30D | +0.2% | -5.6% | +5.7% | +1.8% |
| 3M | +6.3% | -6.6% | +12.9% | +8.1% |
| 6M | +9.4% | -22.5% | +31.9% | +16.6% |
| YTD | +15.0% | -15.2% | +30.1% | +18.7% |
| 1Y | +55.4% | -33.9% | +89.4% | +72.8% |
| 3Y | +173.8% | +11.8% | +162.0% | +156.0% |
| 5Y | +395.2% | +85.5% | +309.7% | +287.3% |
| All | +287.5% | +296.8% | -9.4% | +144.7% |
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