+264,716.1%
AMZN vs EXC
+1,793.1%
+262,923.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | +0.1% |
| 7D | +7.9% | -1.2% | +9.1% | +8.2% |
| 30D | -0.2% | +10.0% | -10.2% | -2.7% |
| 3M | -4.8% | +1.6% | -6.4% | -5.3% |
| 6M | -5.7% | +3.3% | -9.0% | -6.9% |
| YTD | +12.3% | +7.6% | +4.8% | +9.5% |
| 1Y | +6.7% | +3.5% | +3.2% | +4.9% |
| 3Y | +85.6% | +27.7% | +57.9% | +69.8% |
| 5Y | +47.4% | +41.1% | +6.2% | +30.6% |
| 10Y | +586.8% | +178.2% | +408.6% | +391.9% |
| All | +264,716.1% | +1,793.1% | +262,923.0% | +153,541.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling