+13,271.7%
GOOGL vs AZO
+3,660.7%
+9,611.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -2.8% | -2.9% | +0.1% | -1.9% |
| 30D | -3.2% | -5.3% | +2.1% | -1.5% |
| 3M | -6.6% | -7.3% | +0.7% | -4.7% |
| 6M | +8.5% | -22.7% | +31.1% | +17.0% |
| YTD | +6.5% | -15.0% | +21.5% | +11.0% |
| 1Y | +39.4% | -32.2% | +71.7% | +55.6% |
| 3Y | +146.2% | +10.0% | +136.2% | +128.8% |
| 5Y | +138.3% | +85.8% | +52.5% | +81.0% |
| 10Y | +751.7% | +298.9% | +452.8% | +371.2% |
| All | +13,271.7% | +3,660.7% | +9,611.0% | +3,285.2% |
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