+555.5%
AMZN vs C
+289.2%
+266.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +0.8% | +3.2% | -2.4% | -0.2% |
| 30D | -6.4% | +1.3% | -7.7% | -6.8% |
| 3M | +4.8% | +3.1% | +1.7% | +3.4% |
| 6M | +20.5% | +29.6% | -9.1% | +10.2% |
| YTD | +11.3% | +19.0% | -7.6% | +4.2% |
| 1Y | +9.0% | +45.6% | -36.7% | -4.8% |
| 3Y | +85.9% | +269.3% | -183.4% | +20.8% |
| 5Y | +45.8% | +131.6% | -85.8% | +6.3% |
| 10Y | +555.5% | +286.5% | +268.9% | +307.3% |
| All | +555.5% | +289.2% | +266.3% | +307.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded C 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling