+683.1%
CTAS vs AZO
+296.8%
+386.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +0.5% | -3.6% | +4.1% | +2.0% |
| 30D | -0.7% | -5.6% | +4.8% | +1.5% |
| 3M | +11.1% | -6.6% | +17.7% | +13.9% |
| 6M | +2.1% | -22.5% | +24.6% | +12.6% |
| YTD | +8.0% | -15.2% | +23.1% | +14.0% |
| 1Y | -0.5% | -33.9% | +33.5% | +16.4% |
| 3Y | +66.2% | +11.8% | +54.4% | +52.1% |
| 5Y | +109.2% | +85.5% | +23.7% | +49.2% |
| All | +683.1% | +296.8% | +386.3% | +333.3% |
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