+591.6%
AMZN vs CSGP
+72.5%
+519.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.1% |
| 7D | +8.7% | -1.8% | +10.5% | +9.4% |
| 30D | +1.7% | +5.3% | -3.6% | -1.9% |
| 3M | -2.8% | +3.3% | -6.1% | -6.2% |
| 6M | -2.1% | -4.7% | +2.6% | -3.6% |
| YTD | +15.6% | -53.5% | +69.2% | +52.4% |
| 1Y | +9.2% | -53.7% | +62.9% | +44.0% |
| 3Y | +89.9% | -59.7% | +149.6% | +156.2% |
| 5Y | +49.3% | -62.5% | +111.8% | +102.7% |
| 10Y | +591.6% | +67.3% | +524.4% | +376.8% |
| All | +591.6% | +72.5% | +519.1% | +376.8% |
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