+425.9%
CORZ vs AZO
+5.1%
+420.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -3.5% |
| 7D | +7.6% | -0.8% | +8.4% | +7.6% |
| 30D | -6.9% | -5.1% | -1.8% | -7.2% |
| 3M | -33.0% | -7.2% | -25.8% | -33.0% |
| 6M | +19.3% | -20.7% | +40.1% | +21.3% |
| YTD | +24.2% | -14.2% | +38.4% | +26.0% |
| 1Y | +24.5% | -32.2% | +56.7% | +30.6% |
| All | +425.9% | +5.1% | +420.8% | +373.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling