+59,597.6%
ORCL vs AZO
+47,313.8%
+12,283.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +8.0% | +1.3% | +6.6% | +7.5% |
| 30D | -4.0% | +12.0% | -15.9% | -8.0% |
| 3M | -19.5% | +7.2% | -26.7% | -21.9% |
| 6M | -33.5% | -3.2% | -30.3% | -33.8% |
| YTD | -34.8% | -3.9% | -30.9% | -35.4% |
| 1Y | -41.6% | -14.7% | -27.0% | -39.8% |
| 3Y | +13.8% | +20.4% | -6.6% | +1.3% |
| 5Y | +43.4% | +72.8% | -29.4% | +10.3% |
| 10Y | +268.8% | +334.4% | -65.6% | +92.8% |
| All | +59,597.6% | +47,313.8% | +12,283.8% | +4,676.1% |
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