+263,909.3%
AMZN vs CPB
+7.2%
+263,902.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.5% |
| 7D | -3.0% | -8.6% | +5.6% | -1.4% |
| 30D | -5.2% | -7.2% | +2.1% | -4.0% |
| 3M | +1.9% | +0.9% | +1.0% | +1.2% |
| 6M | +19.2% | -11.8% | +31.0% | +21.3% |
| YTD | +12.0% | -19.4% | +31.4% | +15.6% |
| 1Y | +9.7% | -30.4% | +40.1% | +16.2% |
| 3Y | +87.2% | -40.2% | +127.3% | +100.2% |
| 5Y | +48.7% | -39.5% | +88.2% | +56.1% |
| 10Y | +569.3% | -47.4% | +616.7% | +600.2% |
| All | +263,909.3% | +7.2% | +263,902.1% | +191,904.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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