+48.6%
AMZN vs C
+107.6%
-59.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | +7.9% | -2.4% | +10.3% | +9.1% |
| 30D | -0.2% | -6.0% | +5.7% | +2.5% |
| 3M | -4.8% | -10.5% | +5.8% | 0.0% |
| 6M | -5.7% | -5.7% | 0.0% | -4.2% |
| YTD | +12.3% | +4.1% | +8.2% | +7.4% |
| 1Y | +6.7% | +20.5% | -13.8% | -5.8% |
| 3Y | +85.6% | +208.1% | -122.6% | -4.7% |
| All | +48.6% | +107.6% | -59.0% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling