+13,480.8%
AMZN vs CAPR
-99.0%
+13,579.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.5% | +2.9% |
| 7D | +8.7% | +36.0% | -27.4% | +8.5% |
| 30D | +1.7% | +25.8% | -24.1% | +1.6% |
| 3M | -2.8% | +140.8% | -143.6% | -3.3% |
| 6M | -2.1% | -67.6% | +65.5% | -1.9% |
| YTD | +15.6% | -65.9% | +81.5% | +15.8% |
| 1Y | +9.2% | +66.1% | -56.9% | +7.1% |
| 3Y | +89.9% | +256.9% | -167.0% | +84.0% |
| 5Y | +49.3% | +172.1% | -122.8% | +44.5% |
| 10Y | +591.6% | -64.7% | +656.3% | +565.1% |
| All | +13,480.8% | -99.0% | +13,579.8% | +13,184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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