+553.0%
AMZN vs O
+54.2%
+498.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.7% | -3.5% | +0.8% | -2.0% |
| 30D | -7.5% | -3.3% | -4.2% | -6.9% |
| 3M | +5.8% | -2.8% | +8.7% | +6.3% |
| 6M | +17.5% | -5.8% | +23.3% | +18.7% |
| YTD | +9.1% | +9.4% | -0.3% | +6.9% |
| 1Y | +9.4% | +5.7% | +3.7% | +7.7% |
| 3Y | +82.2% | +27.2% | +55.0% | +70.4% |
| 5Y | +45.2% | +17.2% | +28.0% | +39.2% |
| All | +553.0% | +54.2% | +498.8% | +494.8% |
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