+65.8%
CVE vs AZO
-15.7%
+81.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.7% |
| 7D | +5.9% | +1.3% | +4.6% | +6.0% |
| 30D | -10.9% | +12.0% | -22.8% | -10.5% |
| 3M | -4.5% | +7.2% | -11.7% | -4.1% |
| 6M | -1.0% | -3.2% | +2.2% | +0.3% |
| YTD | +74.7% | -3.9% | +78.6% | +80.7% |
| 1Y | +65.8% | -14.7% | +80.5% | +72.8% |
| All | +65.8% | -15.7% | +81.5% | +72.8% |
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