+564.1%
AMZN vs COO
+36.7%
+527.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | +0.8% |
| 7D | -1.0% | -9.0% | +8.0% | +2.8% |
| 30D | -9.2% | -16.8% | +7.6% | -2.3% |
| 3M | +3.4% | -7.5% | +10.9% | +6.3% |
| 6M | +18.2% | -16.3% | +34.5% | +26.2% |
| YTD | +9.3% | -22.5% | +31.9% | +20.3% |
| 1Y | +5.9% | -7.0% | +12.9% | +7.1% |
| 3Y | +82.6% | -27.5% | +110.0% | +96.9% |
| 5Y | +44.9% | -43.3% | +88.2% | +71.2% |
| 10Y | +564.1% | +37.6% | +526.5% | +433.7% |
| All | +564.1% | +36.7% | +527.4% | +433.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling