+32.0%
RCL vs AZO
-7.5%
+39.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.9% | +2.5% | +5.6% |
| 7D | +11.7% | +5.3% | +6.3% | +10.6% |
| 30D | +21.1% | +18.4% | +2.7% | +17.5% |
| 3M | +2.9% | +9.8% | -6.9% | +1.3% |
| 6M | +29.8% | -4.5% | +34.3% | +30.8% |
| YTD | +21.4% | -1.9% | +23.4% | +17.6% |
| 1Y | +32.0% | -9.5% | +41.6% | +30.7% |
| All | +32.0% | -7.5% | +39.5% | +30.7% |
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 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