+555.5%
AMZN vs CB
+214.7%
+340.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.3% |
| 7D | +0.8% | -0.6% | +1.4% | +0.9% |
| 30D | -6.4% | -3.9% | -2.5% | -5.7% |
| 3M | +4.8% | +4.9% | -0.1% | +3.5% |
| 6M | +20.5% | +3.3% | +17.3% | +19.3% |
| YTD | +11.3% | +8.5% | +2.8% | +8.9% |
| 1Y | +9.0% | +22.1% | -13.1% | +3.8% |
| 3Y | +85.9% | +70.1% | +15.8% | +62.2% |
| 5Y | +45.8% | +97.4% | -51.6% | +22.6% |
| 10Y | +555.5% | +216.8% | +338.7% | +387.1% |
| All | +555.5% | +214.7% | +340.8% | +387.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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