+591.6%
AMZN vs C
+229.8%
+361.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.5% | +2.2% |
| 7D | +8.7% | -0.9% | +9.6% | +9.0% |
| 30D | +1.7% | -5.4% | +7.1% | +3.4% |
| 3M | -2.8% | -9.2% | +6.4% | +0.1% |
| 6M | -2.1% | -1.8% | -0.3% | -2.1% |
| YTD | +15.6% | +6.7% | +9.0% | +11.9% |
| 1Y | +9.2% | +23.5% | -14.3% | +0.6% |
| 3Y | +89.9% | +219.8% | -129.9% | +29.2% |
| 5Y | +49.3% | +112.4% | -63.1% | +12.1% |
| 10Y | +591.6% | +220.1% | +371.5% | +395.5% |
| All | +591.6% | +229.8% | +361.8% | +395.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling