+554.3%
AMZN vs COP
+343.2%
+211.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | -1.0% | -0.5% | -0.5% | -0.9% |
| 30D | -9.2% | +11.7% | -21.0% | -10.9% |
| 3M | +3.4% | +17.7% | -14.3% | +0.5% |
| 6M | +18.2% | +18.3% | -0.1% | +14.3% |
| YTD | +9.3% | +49.1% | -39.7% | +1.4% |
| 1Y | +5.9% | +53.3% | -47.4% | -2.5% |
| 3Y | +82.6% | +22.2% | +60.4% | +72.7% |
| 5Y | +44.9% | +193.3% | -148.4% | +17.8% |
| All | +554.3% | +343.2% | +211.1% | +416.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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