+264,716.1%
AMZN vs CB
+3,030.1%
+261,686.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | +0.2% |
| 7D | +7.9% | +0.2% | +7.6% | +7.8% |
| 30D | -0.2% | +9.1% | -9.3% | -3.2% |
| 3M | -4.8% | +3.4% | -8.2% | -6.0% |
| 6M | -5.7% | +14.1% | -19.8% | -10.4% |
| YTD | +12.3% | +18.0% | -5.7% | +5.2% |
| 1Y | +6.7% | +30.1% | -23.4% | -3.5% |
| 3Y | +85.6% | +71.8% | +13.8% | +50.4% |
| 5Y | +47.4% | +101.8% | -54.5% | +11.9% |
| 10Y | +586.8% | +252.1% | +334.7% | +303.6% |
| All | +264,716.1% | +3,030.1% | +261,686.1% | +56,309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling