+40.1%
CSGP vs AZO
+304.4%
-264.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.5% |
| 7D | -5.1% | -0.5% | -4.6% | -5.0% |
| 30D | +0.3% | -5.6% | +5.9% | +2.2% |
| 3M | -9.1% | -4.0% | -5.2% | -7.9% |
| 6M | -37.3% | -18.9% | -18.3% | -33.3% |
| YTD | -54.9% | -13.0% | -41.9% | -53.2% |
| 1Y | -65.5% | -30.4% | -35.1% | -61.8% |
| 3Y | -63.3% | +12.7% | -75.9% | -65.5% |
| 5Y | -65.8% | +89.6% | -155.4% | -72.9% |
| 10Y | +40.1% | +304.7% | -264.6% | -3.3% |
| All | +40.1% | +304.4% | -264.3% | -3.3% |
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 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