+95.5%
AMD vs COST
+12.8%
+82.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +3.4% |
| 7D | -15.5% | +6.6% | -22.1% | -10.3% |
| 30D | -22.6% | +13.5% | -36.1% | -13.7% |
| 3M | -5.7% | +10.6% | -16.3% | +3.5% |
| 6M | +43.1% | +3.6% | +39.5% | +54.0% |
| YTD | +128.2% | +22.1% | +106.2% | +147.1% |
| 1Y | +95.5% | +11.9% | +83.6% | +112.3% |
| All | +95.5% | +12.8% | +82.7% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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