+95.2%
CNC vs AZO
+296.8%
-201.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.6% |
| 7D | -0.9% | -3.6% | +2.6% | +0.3% |
| 30D | -1.0% | -5.6% | +4.6% | +0.9% |
| 3M | +4.5% | -6.6% | +11.2% | +6.6% |
| 6M | +85.2% | -22.5% | +107.7% | +100.3% |
| YTD | +61.4% | -15.2% | +76.6% | +67.9% |
| 1Y | +94.9% | -33.9% | +128.8% | +121.6% |
| 3Y | 0.0% | +11.8% | -11.8% | -8.6% |
| 5Y | +11.2% | +85.5% | -74.3% | -19.7% |
| All | +95.2% | +296.8% | -201.6% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling