+55.6%
AMZN vs O
+12.4%
+43.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +8.0% | +3.5% | +4.5% | +7.1% |
| 30D | +3.2% | +10.4% | -7.2% | +0.6% |
| 3M | -2.6% | -2.4% | -0.2% | -1.9% |
| 6M | -0.7% | -1.2% | +0.5% | -0.6% |
| YTD | +17.4% | +10.4% | +6.9% | +13.1% |
| 1Y | +9.0% | +11.4% | -2.4% | +4.7% |
| 3Y | +88.7% | +40.4% | +48.3% | +54.5% |
| 5Y | +55.6% | +12.1% | +43.4% | +52.6% |
| All | +55.6% | +12.4% | +43.2% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling