+85.9%
AMZN vs CG
+56.8%
+29.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.1% |
| 7D | +0.8% | -1.3% | +2.1% | +1.2% |
| 30D | -6.4% | -3.2% | -3.2% | -5.6% |
| 3M | +4.8% | +6.2% | -1.4% | +2.2% |
| 6M | +20.5% | -4.7% | +25.2% | +21.4% |
| YTD | +11.3% | -20.6% | +32.0% | +18.7% |
| 1Y | +9.0% | -26.4% | +35.3% | +18.8% |
| 3Y | +85.9% | +55.4% | +30.5% | +53.5% |
| All | +85.9% | +56.8% | +29.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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