+50.4%
AMZN vs CG
-23.0%
+73.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | +2.8% | +0.2% | +2.7% | +2.6% |
| 30D | +5.0% | +11.2% | -6.2% | -0.3% |
| 3M | +0.6% | -22.1% | +22.7% | +11.6% |
| 6M | -1.3% | -17.9% | +16.6% | +6.2% |
| YTD | +15.5% | -31.3% | +46.8% | +33.0% |
| 1Y | +12.2% | -24.0% | +36.2% | +22.8% |
| 3Y | +87.0% | +45.0% | +42.0% | +33.5% |
| All | +50.4% | -23.0% | +73.4% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling