-17.7%
LVS vs AZO
-28.9%
+11.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.5% | +0.7% | -2.2% | -1.6% |
| 30D | -3.2% | -2.7% | -0.5% | -3.0% |
| 3M | -12.0% | -3.2% | -8.8% | -11.8% |
| 6M | -19.9% | -19.7% | -0.2% | -19.3% |
| YTD | -30.6% | -12.0% | -18.6% | -27.8% |
| 1Y | -17.7% | -29.5% | +11.8% | -18.5% |
| All | -17.7% | -28.9% | +11.1% | -18.5% |
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