+276,532.2%
AMZN vs O
+2,630.2%
+273,902.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +8.0% | +3.5% | +4.5% | +6.7% |
| 30D | +3.2% | +10.4% | -7.2% | -0.7% |
| 3M | -2.6% | -2.4% | -0.2% | -1.8% |
| 6M | -0.7% | -1.2% | +0.5% | -0.7% |
| YTD | +17.4% | +10.4% | +6.9% | +12.0% |
| 1Y | +9.0% | +11.4% | -2.4% | +3.6% |
| 3Y | +88.7% | +40.4% | +48.3% | +60.1% |
| 5Y | +55.6% | +12.1% | +43.4% | +44.5% |
| 10Y | +629.7% | +82.7% | +547.0% | +394.7% |
| All | +276,532.2% | +2,630.2% | +273,902.1% | +39,405.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling