+272,232.7%
AMZN vs CAG
+81.9%
+272,150.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.5% |
| 7D | +2.8% | -3.3% | +6.2% | +3.4% |
| 30D | +5.0% | +7.7% | -2.7% | +3.5% |
| 3M | +0.6% | -3.2% | +3.8% | +0.8% |
| 6M | -1.3% | +7.0% | -8.2% | -3.0% |
| YTD | +15.5% | -9.0% | +24.5% | +16.0% |
| 1Y | +12.2% | -9.6% | +21.8% | +12.8% |
| 3Y | +87.0% | -36.0% | +123.0% | +96.5% |
| 5Y | +51.3% | -40.9% | +92.1% | +60.0% |
| 10Y | +621.7% | -37.3% | +659.0% | +626.1% |
| All | +272,232.7% | +81.9% | +272,150.8% | +190,406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 all: compounded portfolio wealth divided by compounded CAG 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…
all analysis · Full analysis span regression · 6 months rolling