+85.6%
AMZN vs CSGP
-60.4%
+146.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.3% | +0.5% |
| 7D | +7.9% | +1.3% | +6.6% | +7.7% |
| 30D | -0.2% | +10.7% | -10.9% | -3.1% |
| 3M | -4.8% | +3.3% | -8.0% | -6.3% |
| 6M | -5.7% | -10.3% | +4.6% | -4.9% |
| YTD | +12.3% | -54.6% | +66.9% | +35.0% |
| 1Y | +6.7% | -54.6% | +61.3% | +28.1% |
| 3Y | +85.6% | -60.3% | +145.9% | +121.9% |
| All | +85.6% | -60.4% | +146.0% | +121.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling