+10,820.4%
AMZN vs EXEL
+264.7%
+10,555.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.2% |
| 7D | +0.8% | +1.4% | -0.6% | +0.6% |
| 30D | -6.4% | +6.7% | -13.0% | -7.5% |
| 3M | +4.8% | +11.5% | -6.7% | +2.4% |
| 6M | +20.5% | +38.8% | -18.3% | +13.1% |
| YTD | +11.3% | +31.6% | -20.2% | +5.2% |
| 1Y | +9.0% | +53.0% | -44.1% | -0.2% |
| 3Y | +85.9% | +160.8% | -74.9% | +50.9% |
| 5Y | +45.8% | +190.1% | -144.3% | +15.2% |
| 10Y | +555.5% | +367.0% | +188.5% | +332.5% |
| All | +10,820.4% | +264.7% | +10,555.7% | +3,767.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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