+2,153.3%
AMZN vs CG
+351.2%
+1,802.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | +0.4% |
| 7D | -3.0% | -4.3% | +1.3% | -1.5% |
| 30D | -5.2% | -5.1% | -0.1% | -3.7% |
| 3M | +1.9% | +8.7% | -6.8% | -1.6% |
| 6M | +19.2% | -9.2% | +28.5% | +22.2% |
| YTD | +12.0% | -18.9% | +30.9% | +18.6% |
| 1Y | +9.7% | -25.6% | +35.3% | +18.9% |
| 3Y | +87.2% | +57.3% | +29.9% | +50.5% |
| 5Y | +48.7% | +10.2% | +38.5% | +31.4% |
| 10Y | +569.3% | +364.2% | +205.1% | +283.0% |
| All | +2,153.3% | +351.2% | +1,802.1% | +1,240.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling