+257,669.3%
AMZN vs CDE
-84.6%
+257,753.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.9% |
| 7D | -1.0% | -2.0% | +0.9% | -0.9% |
| 30D | -9.2% | +15.7% | -24.9% | -10.4% |
| 3M | +3.4% | +30.5% | -27.2% | +0.8% |
| 6M | +18.2% | -7.4% | +25.6% | +17.9% |
| YTD | +9.3% | +17.9% | -8.6% | +6.4% |
| 1Y | +5.9% | +46.7% | -40.8% | +0.7% |
| 3Y | +82.6% | +851.3% | -768.7% | +45.5% |
| 5Y | +44.9% | +202.9% | -158.0% | +22.6% |
| 10Y | +564.1% | +58.2% | +505.9% | +446.4% |
| All | +257,669.3% | -84.6% | +257,753.9% | +222,582.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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