+67.3%
CSGP vs AZO
+350.7%
-283.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.9% |
| 7D | -1.8% | -0.1% | -1.8% | -1.8% |
| 30D | +5.3% | +10.6% | -5.3% | +2.2% |
| 3M | +3.3% | +4.0% | -0.7% | +2.2% |
| 6M | -4.7% | -7.0% | +2.3% | -2.6% |
| YTD | -53.5% | -4.1% | -49.4% | -53.2% |
| 1Y | -53.7% | -12.6% | -41.2% | -52.2% |
| 3Y | -59.7% | +21.4% | -81.1% | -63.0% |
| 5Y | -62.5% | +74.2% | -136.7% | -69.5% |
| 10Y | +67.3% | +338.9% | -271.6% | +13.5% |
| All | +67.3% | +350.7% | -283.4% | +13.5% |
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