+415.5%
CNQ vs AZO
+296.8%
+118.7%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +0.1% | -3.6% | +3.7% | +1.1% |
| 30D | +6.2% | -5.6% | +11.8% | +7.7% |
| 3M | +12.4% | -6.6% | +19.0% | +13.8% |
| 6M | +9.0% | -22.5% | +31.5% | +15.7% |
| YTD | +52.2% | -15.2% | +67.4% | +56.9% |
| 1Y | +65.0% | -33.9% | +99.0% | +82.6% |
| 3Y | +78.8% | +11.8% | +67.0% | +64.7% |
| 5Y | +286.0% | +85.5% | +200.4% | +189.8% |
| All | +415.5% | +296.8% | +118.7% | +218.1% |
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 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