-24.8%
CCL vs AZO
-28.9%
+4.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.0% | +0.7% | -5.8% | -5.2% |
| 30D | -20.3% | -2.7% | -17.6% | -19.8% |
| 3M | -15.1% | -3.2% | -11.9% | -14.5% |
| 6M | -15.1% | -19.7% | +4.6% | -12.8% |
| YTD | -21.8% | -12.0% | -9.7% | -20.0% |
| 1Y | -24.8% | -29.5% | +4.7% | -20.3% |
| All | -24.8% | -28.9% | +4.1% | -20.3% |
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