+48.6%
AMZN vs EXC
+41.2%
+7.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | -0.2% |
| 7D | +7.9% | -1.2% | +9.1% | +8.0% |
| 30D | -0.2% | +10.0% | -10.2% | -1.0% |
| 3M | -4.8% | +1.6% | -6.4% | -4.9% |
| 6M | -5.7% | +3.3% | -9.0% | -6.1% |
| YTD | +12.3% | +7.6% | +4.8% | +11.3% |
| 1Y | +6.7% | +3.5% | +3.2% | +6.2% |
| 3Y | +85.6% | +27.7% | +57.9% | +75.3% |
| All | +48.6% | +41.2% | +7.4% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling