-4.6%
CARR vs AZO
-28.9%
+24.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +1.6% | +0.7% | +0.8% | +1.5% |
| 30D | -8.7% | -2.7% | -6.0% | -8.4% |
| 3M | -12.6% | -3.2% | -9.4% | -12.3% |
| 6M | -1.5% | -19.7% | +18.2% | +2.5% |
| YTD | +14.3% | -12.0% | +26.3% | +18.3% |
| 1Y | -4.6% | -29.5% | +24.9% | -2.7% |
| All | -4.6% | -28.9% | +24.3% | -2.7% |
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 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