+553.0%
AMZN vs COR
+405.5%
+147.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -2.7% | -4.8% | +2.1% | -2.0% |
| 30D | -7.5% | -3.7% | -3.8% | -7.0% |
| 3M | +5.8% | +14.3% | -8.5% | +3.5% |
| 6M | +17.5% | -8.5% | +26.0% | +18.6% |
| YTD | +9.1% | -4.4% | +13.5% | +9.1% |
| 1Y | +9.4% | +9.1% | +0.2% | +6.6% |
| 3Y | +82.2% | +85.2% | -3.0% | +56.8% |
| 5Y | +45.2% | +180.7% | -135.4% | +13.4% |
| All | +553.0% | +405.5% | +147.5% | +375.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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