+7,343.6%
CB vs AZO
+14,930.3%
-7,586.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +2.9% | +1.3% | +1.6% | +2.5% |
| 30D | +7.3% | +12.0% | -4.6% | +3.6% |
| 3M | +9.4% | +7.2% | +2.2% | +6.9% |
| 6M | +19.6% | -3.2% | +22.8% | +20.1% |
| YTD | +21.5% | -3.9% | +25.4% | +21.5% |
| 1Y | +28.0% | -14.7% | +42.7% | +32.6% |
| 3Y | +74.9% | +20.4% | +54.5% | +60.9% |
| 5Y | +108.1% | +72.8% | +35.3% | +68.2% |
| 10Y | +251.8% | +334.4% | -82.6% | +106.7% |
| All | +7,343.6% | +14,930.3% | -7,586.7% | +1,427.6% |
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