+47.3%
AMZN vs GPC
+30.9%
+16.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | -3.0% | +1.2% | -4.2% | -3.3% |
| 30D | -5.2% | +6.0% | -11.2% | -6.7% |
| 3M | +1.9% | +42.6% | -40.8% | -9.0% |
| 6M | +19.2% | +22.8% | -3.5% | +11.2% |
| YTD | +12.0% | +15.5% | -3.5% | +5.0% |
| 1Y | +9.7% | +2.0% | +7.6% | +7.1% |
| 3Y | +87.2% | -1.4% | +88.6% | +79.6% |
| All | +47.3% | +30.9% | +16.4% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling