+31.4%
CORZ vs AZO
-28.9%
+60.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | +0.1% |
| 7D | +8.4% | +0.7% | +7.6% | +8.6% |
| 30D | -17.8% | -2.7% | -15.1% | -18.4% |
| 3M | -35.9% | -3.2% | -32.7% | -36.0% |
| 6M | +12.9% | -19.7% | +32.7% | +12.1% |
| YTD | +22.9% | -12.0% | +34.9% | +27.8% |
| 1Y | +31.4% | -29.5% | +60.9% | +32.3% |
| All | +31.4% | -28.9% | +60.2% | +32.3% |
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