+9.0%
AMZN vs C
+45.7%
-36.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 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% | 0.0% |
| 30D | -6.4% | +1.3% | -7.7% | -6.8% |
| 3M | +4.8% | +3.1% | +1.7% | +3.3% |
| 6M | +20.5% | +29.6% | -9.1% | +11.1% |
| YTD | +11.3% | +19.0% | -7.6% | +4.3% |
| 1Y | +9.0% | +45.6% | -36.7% | -4.8% |
| All | +9.0% | +45.7% | -36.7% | -4.8% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling