-8.5%
CHWY vs AZO
+10.0%
-18.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | -13.6% | -3.6% | -10.0% | -12.6% |
| 30D | -8.5% | -5.6% | -3.0% | -6.9% |
| 3M | +8.9% | -6.6% | +15.5% | +11.1% |
| 6M | -20.5% | -22.5% | +2.0% | -14.5% |
| YTD | -38.2% | -15.2% | -23.0% | -35.7% |
| 1Y | -43.3% | -33.9% | -9.3% | -36.0% |
| 3Y | -8.5% | +11.8% | -20.4% | -15.7% |
| All | -8.5% | +10.0% | -18.6% | -15.7% |
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 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