+553.0%
AMZN vs BP
+137.6%
+415.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -2.7% | +5.7% | -8.4% | -3.6% |
| 30D | -7.5% | +8.1% | -15.6% | -8.8% |
| 3M | +5.8% | +8.6% | -2.8% | +4.1% |
| 6M | +17.5% | +18.1% | -0.6% | +13.4% |
| YTD | +9.1% | +37.6% | -28.5% | +2.1% |
| 1Y | +9.4% | +39.4% | -30.0% | +1.9% |
| 3Y | +82.2% | +40.1% | +42.2% | +68.0% |
| 5Y | +45.2% | +141.3% | -96.1% | +20.2% |
| All | +553.0% | +137.6% | +415.4% | +460.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling