+633.1%
AMZN vs COP
+314.5%
+318.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.4% |
| 7D | +8.0% | -6.1% | +14.2% | +9.0% |
| 30D | +3.2% | +1.1% | +2.1% | +2.8% |
| 3M | -2.6% | +10.9% | -13.5% | -4.6% |
| 6M | -0.7% | +20.8% | -21.4% | -4.3% |
| YTD | +17.4% | +48.0% | -30.7% | +8.5% |
| 1Y | +9.0% | +58.5% | -49.5% | -0.5% |
| 3Y | +88.7% | +28.1% | +60.6% | +76.8% |
| 5Y | +55.6% | +120.5% | -64.9% | +31.8% |
| All | +633.1% | +314.5% | +318.6% | +497.0% |
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