+620.3%
AMZN vs LIN
+418.8%
+201.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.1% |
| 7D | +0.1% | +0.3% | -0.3% | -0.1% |
| 30D | +2.6% | +8.0% | -5.5% | -0.9% |
| 3M | -2.2% | +7.7% | -9.9% | -5.4% |
| 6M | -1.0% | +5.1% | -6.1% | -4.1% |
| YTD | +15.3% | +24.7% | -9.4% | +2.7% |
| 1Y | +6.9% | +25.1% | -18.2% | -5.1% |
| 3Y | +85.4% | +36.8% | +48.6% | +56.2% |
| 5Y | +53.3% | +67.9% | -14.6% | +16.0% |
| 10Y | +620.3% | +427.2% | +193.2% | +234.4% |
| All | +620.3% | +418.8% | +201.5% | +234.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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