+620.3%
AMZN vs FDX
+156.7%
+463.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.1% |
| 7D | +0.1% | -2.1% | +2.1% | +0.8% |
| 30D | +2.6% | +10.4% | -7.8% | -1.1% |
| 3M | -2.2% | +0.5% | -2.7% | -2.6% |
| 6M | -1.0% | +6.5% | -7.5% | -3.9% |
| YTD | +15.3% | +40.2% | -24.9% | +0.2% |
| 1Y | +6.9% | +52.1% | -45.2% | -9.9% |
| 3Y | +85.4% | +72.8% | +12.6% | +43.9% |
| 5Y | +53.3% | +76.3% | -23.0% | +14.9% |
| 10Y | +620.3% | +155.7% | +464.6% | +382.6% |
| All | +620.3% | +156.7% | +463.6% | +382.6% |
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