+263,909.3%
AMZN vs CP
+5,329.9%
+258,579.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.0% | -2.7% | -0.3% | -1.9% |
| 30D | -5.2% | +0.2% | -5.4% | -5.3% |
| 3M | +1.9% | +2.6% | -0.7% | +0.5% |
| 6M | +19.2% | +6.0% | +13.3% | +15.8% |
| YTD | +12.0% | +24.9% | -12.9% | +1.2% |
| 1Y | +9.7% | +20.1% | -10.4% | +0.5% |
| 3Y | +87.2% | +16.4% | +70.8% | +71.4% |
| 5Y | +48.7% | +31.7% | +16.9% | +29.3% |
| 10Y | +569.3% | +223.9% | +345.5% | +286.0% |
| All | +263,909.3% | +5,329.9% | +258,579.4% | +50,796.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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