+271,732.3%
AMZN vs CPB
+13.3%
+271,719.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | +0.1% | -4.1% | +4.1% | +0.8% |
| 30D | +2.6% | +16.9% | -14.4% | -0.6% |
| 3M | -2.2% | -0.6% | -1.7% | -2.6% |
| 6M | -1.0% | +11.4% | -12.4% | -3.8% |
| YTD | +15.3% | -14.8% | +30.1% | +17.4% |
| 1Y | +6.9% | -24.8% | +31.6% | +11.4% |
| 3Y | +85.4% | -36.6% | +122.0% | +95.9% |
| 5Y | +53.3% | -33.3% | +86.6% | +57.2% |
| 10Y | +620.3% | -40.4% | +660.7% | +628.2% |
| All | +271,732.3% | +13.3% | +271,719.0% | +194,915.3% |
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