+13,449.8%
GOOG vs AZO
+3,654.6%
+9,795.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | 0.0% | -3.6% | +3.6% | +1.2% |
| 30D | -2.0% | -5.6% | +3.6% | -0.2% |
| 3M | -5.9% | -6.6% | +0.8% | -4.2% |
| 6M | +8.9% | -22.5% | +31.4% | +17.3% |
| YTD | +7.1% | -15.2% | +22.3% | +11.6% |
| 1Y | +39.7% | -33.9% | +73.6% | +57.0% |
| 3Y | +145.8% | +11.8% | +134.0% | +127.2% |
| 5Y | +138.6% | +85.5% | +53.1% | +81.6% |
| 10Y | +791.5% | +298.2% | +493.3% | +394.8% |
| All | +13,449.8% | +3,654.6% | +9,795.2% | +3,340.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling