+6.7%
AMZN vs EXC
+1.0%
+5.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +6.4% |
| 7D | +4.5% | +3.3% | +1.2% | +5.1% |
| 30D | +5.8% | +13.3% | -7.5% | +7.7% |
| 3M | -4.1% | +1.8% | -5.9% | -3.6% |
| 6M | -2.2% | +1.1% | -3.3% | -1.7% |
| YTD | +15.3% | +9.0% | +6.2% | +17.8% |
| 1Y | +6.7% | +3.4% | +3.3% | +10.2% |
| All | +6.7% | +1.0% | +5.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling