+89.9%
AMZN vs EXC
+28.9%
+61.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.9% | +3.0% |
| 7D | +8.7% | -1.7% | +10.4% | +8.2% |
| 30D | +1.7% | +9.3% | -7.6% | +3.9% |
| 3M | -2.8% | +1.0% | -3.8% | -2.4% |
| 6M | -2.1% | +5.9% | -8.0% | -0.5% |
| YTD | +15.6% | +7.6% | +8.0% | +18.6% |
| 1Y | +9.2% | +2.4% | +6.8% | +10.7% |
| 3Y | +89.9% | +30.2% | +59.6% | +106.1% |
| All | +89.9% | +28.9% | +61.0% | +106.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling