+263,909.3%
AMZN vs EXPD
+6,938.5%
+256,970.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.5% |
| 7D | -3.0% | -1.1% | -1.8% | -2.5% |
| 30D | -5.2% | +4.1% | -9.3% | -6.9% |
| 3M | +1.9% | +17.9% | -16.0% | -5.6% |
| 6M | +19.2% | +29.2% | -10.0% | +5.5% |
| YTD | +12.0% | +27.4% | -15.4% | -1.1% |
| 1Y | +9.7% | +56.8% | -47.1% | -12.2% |
| 3Y | +87.2% | +68.0% | +19.1% | +43.5% |
| 5Y | +48.7% | +61.9% | -13.2% | +14.6% |
| 10Y | +569.3% | +316.0% | +253.3% | +232.2% |
| All | +263,909.3% | +6,938.5% | +256,970.8% | +33,743.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling