+85.6%
AMZN vs CB
+71.5%
+14.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | -0.5% |
| 7D | +7.9% | +0.2% | +7.6% | +7.9% |
| 30D | -0.2% | +9.1% | -9.3% | +0.3% |
| 3M | -4.8% | +3.4% | -8.2% | -4.5% |
| 6M | -5.7% | +14.1% | -19.8% | -5.2% |
| YTD | +12.3% | +18.0% | -5.7% | +12.8% |
| 1Y | +6.7% | +30.1% | -23.4% | +6.7% |
| 3Y | +85.6% | +71.8% | +13.8% | +81.6% |
| All | +85.6% | +71.5% | +14.1% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling