+88.7%
AMZN vs COR
+82.2%
+6.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.6% |
| 7D | +8.0% | +2.4% | +5.6% | +8.3% |
| 30D | +3.2% | +7.7% | -4.5% | +4.2% |
| 3M | -2.6% | +7.5% | -10.1% | -1.6% |
| 6M | -0.7% | +34.1% | -34.8% | +3.7% |
| YTD | +17.4% | +3.9% | +13.5% | +19.1% |
| 1Y | +9.0% | -3.6% | +12.7% | +9.0% |
| 3Y | +88.7% | +80.5% | +8.2% | +112.3% |
| All | +88.7% | +82.2% | +6.5% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling