+74.9%
CB vs AZO
+20.6%
+54.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +2.9% | +1.3% | +1.6% | +2.6% |
| 30D | +7.3% | +12.0% | -4.6% | +4.8% |
| 3M | +9.4% | +7.2% | +2.2% | +7.7% |
| 6M | +19.6% | -3.2% | +22.8% | +19.8% |
| YTD | +21.5% | -3.9% | +25.4% | +21.2% |
| 1Y | +28.0% | -14.7% | +42.7% | +30.9% |
| 3Y | +74.9% | +20.4% | +54.5% | +71.1% |
| All | +74.9% | +20.6% | +54.2% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling