+263,909.3%
AMZN vs COST
+8,854.5%
+255,054.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.4% |
| 7D | -3.0% | -3.1% | +0.2% | -1.2% |
| 30D | -5.2% | -2.8% | -2.4% | -3.7% |
| 3M | +1.9% | -5.7% | +7.5% | +4.7% |
| 6M | +19.2% | -8.8% | +28.0% | +24.2% |
| YTD | +12.0% | +6.7% | +5.3% | +6.5% |
| 1Y | +9.7% | -3.6% | +13.3% | +10.1% |
| 3Y | +87.2% | +75.1% | +12.1% | +32.2% |
| 5Y | +48.7% | +108.9% | -60.3% | -4.6% |
| 10Y | +569.3% | +586.2% | -16.8% | +120.9% |
| All | +263,909.3% | +8,854.5% | +255,054.8% | +24,612.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 all: compounded portfolio wealth divided by compounded COST 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…
all analysis · Full analysis span regression · 6 months rolling