+97.9%
CB vs AZO
+85.8%
+12.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | -0.7% | -3.6% | +2.9% | +0.2% |
| 30D | -1.2% | -5.6% | +4.4% | +0.2% |
| 3M | +3.8% | -6.6% | +10.4% | +5.3% |
| 6M | +5.8% | -22.5% | +28.3% | +11.9% |
| YTD | +9.4% | -15.2% | +24.5% | +12.8% |
| 1Y | +20.7% | -33.9% | +54.6% | +32.6% |
| 3Y | +70.1% | +11.8% | +58.3% | +61.4% |
| All | +97.9% | +85.8% | +12.2% | +63.7% |
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 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