+45.2%
AMZN vs CPNG
-51.9%
+97.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -2.7% | -5.4% | +2.7% | -1.2% |
| 30D | -7.5% | -11.1% | +3.6% | -4.4% |
| 3M | +5.8% | -3.0% | +8.8% | +5.9% |
| 6M | +17.5% | -23.5% | +41.0% | +24.7% |
| YTD | +9.1% | -37.8% | +46.9% | +22.3% |
| 1Y | +9.4% | -54.3% | +63.7% | +33.9% |
| 3Y | +82.2% | -20.8% | +103.0% | +84.1% |
| 5Y | +45.2% | -51.1% | +96.3% | +40.2% |
| All | +45.2% | -51.9% | +97.2% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 5y: compounded portfolio wealth divided by compounded CPNG 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…
5y analysis · Full analysis span regression · 6 months rolling