+7.9%
AMZN vs CFG
+39.4%
-31.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +0.8% | +2.7% | -1.9% | +0.2% |
| 30D | -6.4% | -3.7% | -2.7% | -5.7% |
| 3M | +4.8% | +9.5% | -4.7% | +2.0% |
| 6M | +20.5% | +22.2% | -1.7% | +13.5% |
| YTD | +11.3% | +22.3% | -11.0% | +3.8% |
| All | +7.9% | +39.4% | -31.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 1y: compounded portfolio wealth divided by compounded CFG 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…
1y analysis · Full analysis span regression · 6 months rolling