+629.7%
AMZN vs GPC
+85.0%
+544.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +8.0% | +0.4% | +7.7% | +8.0% |
| 30D | +3.2% | -1.8% | +5.0% | +3.5% |
| 3M | -2.6% | -6.6% | +4.0% | -1.2% |
| 6M | -0.7% | +21.3% | -22.0% | -6.1% |
| YTD | +17.4% | +4.3% | +13.1% | +14.1% |
| 1Y | +9.0% | +3.3% | +5.8% | +6.2% |
| 3Y | +88.7% | +0.8% | +87.9% | +80.2% |
| 5Y | +55.6% | +7.4% | +48.2% | +46.4% |
| 10Y | +629.7% | +79.2% | +550.5% | +518.6% |
| All | +629.7% | +85.0% | +544.7% | +518.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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