+564.1%
AMZN vs FDX
+173.3%
+390.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.2% |
| 7D | -1.0% | -2.3% | +1.3% | -0.2% |
| 30D | -9.2% | -4.9% | -4.3% | -7.7% |
| 3M | +3.4% | -6.5% | +9.8% | +5.4% |
| 6M | +18.2% | +6.7% | +11.6% | +14.2% |
| YTD | +9.3% | +33.9% | -24.5% | -3.2% |
| 1Y | +5.9% | +72.2% | -66.2% | -14.8% |
| 3Y | +82.6% | +60.2% | +22.4% | +46.0% |
| 5Y | +44.9% | +62.9% | -18.1% | +11.6% |
| 10Y | +564.1% | +178.8% | +385.3% | +318.6% |
| All | +564.1% | +173.3% | +390.8% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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