+394.0%
CAH vs AZO
+85.8%
+308.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -5.1% | -3.6% | -1.5% | -4.4% |
| 30D | +0.2% | -5.6% | +5.7% | +1.4% |
| 3M | +6.3% | -6.6% | +12.9% | +7.7% |
| 6M | +9.4% | -22.5% | +31.9% | +14.9% |
| YTD | +15.0% | -15.2% | +30.1% | +17.5% |
| 1Y | +55.4% | -33.9% | +89.4% | +69.7% |
| 3Y | +173.8% | +11.8% | +162.0% | +157.3% |
| All | +394.0% | +85.8% | +308.2% | +298.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling