+23.6%
SYY vs AZO
+85.8%
-62.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +3.9% | -3.6% | +7.5% | +5.1% |
| 30D | -1.7% | -5.6% | +3.8% | -0.2% |
| 3M | +5.2% | -6.6% | +11.8% | +7.0% |
| 6M | -0.2% | -22.5% | +22.3% | +7.2% |
| YTD | +15.4% | -15.2% | +30.5% | +20.0% |
| 1Y | +5.6% | -33.9% | +39.5% | +19.1% |
| 3Y | +28.9% | +11.8% | +17.1% | +21.2% |
| All | +23.6% | +85.8% | -62.2% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling