+560.7%
AMZN vs EXPD
+304.0%
+256.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | +0.6% |
| 7D | +7.9% | -7.2% | +15.0% | +11.1% |
| 30D | -0.2% | -3.3% | +3.0% | +0.9% |
| 3M | -4.8% | +3.4% | -8.1% | -6.4% |
| 6M | -5.7% | +22.7% | -28.4% | -14.3% |
| YTD | +12.3% | +24.5% | -12.2% | -0.1% |
| 1Y | +6.7% | +38.6% | -32.0% | -9.8% |
| 3Y | +85.6% | +71.5% | +14.1% | +38.2% |
| 5Y | +47.4% | +56.2% | -8.9% | +12.3% |
| All | +560.7% | +304.0% | +256.7% | +259.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling