+175.0%
AMZN vs ALC
+20.4%
+154.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | -1.0% | -5.3% | +4.3% | +1.2% |
| 30D | -9.2% | -7.1% | -2.2% | -6.6% |
| 3M | +3.4% | +0.8% | +2.6% | +2.6% |
| 6M | +18.2% | -16.0% | +34.2% | +25.8% |
| YTD | +9.3% | -12.7% | +22.1% | +14.2% |
| 1Y | +5.9% | -12.8% | +18.8% | +10.4% |
| 3Y | +82.6% | -15.8% | +98.4% | +88.4% |
| 5Y | +44.9% | -16.7% | +61.5% | +46.1% |
| All | +175.0% | +20.4% | +154.6% | +155.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 10y: compounded portfolio wealth divided by compounded ALC 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…
10y analysis · Full analysis span regression · 6 months rolling