+257,148.5%
AMZN vs AZO
+12,565.8%
+244,582.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -2.7% | -2.9% | +0.2% | -1.6% |
| 30D | -7.5% | -5.3% | -2.2% | -5.5% |
| 3M | +5.8% | -7.3% | +13.2% | +8.5% |
| 6M | +17.5% | -22.7% | +40.2% | +28.6% |
| YTD | +9.1% | -15.0% | +24.2% | +14.4% |
| 1Y | +9.4% | -32.2% | +41.6% | +24.7% |
| 3Y | +82.2% | +10.0% | +72.2% | +66.4% |
| 5Y | +45.2% | +85.8% | -40.6% | +4.5% |
| 10Y | +562.7% | +298.9% | +263.9% | +212.5% |
| All | +257,148.5% | +12,565.8% | +244,582.7% | +16,774.4% |
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