+641.7%
AMZN vs CSGP
+65.8%
+575.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -1.4% |
| 7D | +2.8% | +1.3% | +1.5% | +2.3% |
| 30D | +5.0% | +2.8% | +2.1% | +2.1% |
| 3M | +0.6% | -6.3% | +6.9% | +1.1% |
| 6M | -1.3% | -3.2% | +1.9% | -3.5% |
| YTD | +15.5% | -54.0% | +69.5% | +52.8% |
| 1Y | +12.2% | -54.8% | +67.1% | +49.5% |
| 3Y | +87.0% | -60.6% | +147.6% | +154.8% |
| 5Y | +51.3% | -62.6% | +113.9% | +105.8% |
| All | +641.7% | +65.8% | +575.9% | +400.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling