+263,909.3%
AMZN vs CHD
+6,486.9%
+257,422.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | -2.7% | -0.3% | -2.1% |
| 30D | -5.2% | -4.6% | -0.6% | -3.8% |
| 3M | +1.9% | +5.0% | -3.2% | +0.1% |
| 6M | +19.2% | -3.2% | +22.4% | +20.0% |
| YTD | +12.0% | +18.6% | -6.6% | +5.4% |
| 1Y | +9.7% | +4.8% | +4.9% | +7.1% |
| 3Y | +87.2% | +6.1% | +81.0% | +78.6% |
| 5Y | +48.7% | +24.0% | +24.7% | +32.4% |
| 10Y | +569.3% | +124.5% | +444.9% | +370.5% |
| All | +263,909.3% | +6,486.9% | +257,422.4% | +54,668.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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