+110.5%
CNC vs AZO
-7.5%
+118.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +3.9% | +8.7% | +12.2% |
| 7D | +13.4% | +5.3% | +8.0% | +12.9% |
| 30D | +18.2% | +18.4% | -0.2% | +16.9% |
| 3M | +18.6% | +9.8% | +8.8% | +17.9% |
| 6M | +41.9% | -4.5% | +46.4% | +41.0% |
| YTD | +84.7% | -1.9% | +86.7% | +85.0% |
| 1Y | +110.5% | -9.5% | +120.0% | +112.1% |
| All | +110.5% | -7.5% | +118.0% | +112.1% |
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 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