+641.7%
AMZN vs O
+80.9%
+560.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | -0.2% |
| 7D | +2.8% | -0.4% | +3.2% | +2.9% |
| 30D | +5.0% | +7.1% | -2.2% | +3.6% |
| 3M | +0.6% | -5.2% | +5.8% | +1.6% |
| 6M | -1.3% | -1.8% | +0.5% | -1.1% |
| YTD | +15.5% | +9.1% | +6.5% | +13.2% |
| 1Y | +12.2% | +9.7% | +2.6% | +9.8% |
| 3Y | +87.0% | +39.1% | +47.9% | +71.4% |
| 5Y | +51.3% | +8.4% | +42.9% | +47.0% |
| All | +641.7% | +80.9% | +560.8% | +564.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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