+7,652.1%
CAH vs AZO
+41,812.3%
-34,160.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.6% | -1.4% |
| 7D | -5.1% | -2.9% | -2.1% | -4.5% |
| 30D | -1.8% | -5.3% | +3.5% | -0.6% |
| 3M | +9.4% | -7.3% | +16.7% | +11.0% |
| 6M | +9.2% | -22.7% | +31.9% | +14.7% |
| YTD | +15.7% | -15.0% | +30.7% | +18.7% |
| 1Y | +59.7% | -32.2% | +92.0% | +71.8% |
| 3Y | +178.5% | +10.0% | +168.5% | +168.1% |
| 5Y | +398.3% | +85.8% | +312.4% | +325.5% |
| 10Y | +295.7% | +298.9% | -3.2% | +183.8% |
| All | +7,652.1% | +41,812.3% | -34,160.2% | +2,170.9% |
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 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