+565.7%
AMZN vs PSX
+386.4%
+179.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.9% |
| 7D | -0.7% | +1.7% | -2.4% | -1.0% |
| 30D | -3.9% | +15.6% | -19.6% | -6.3% |
| 3M | +6.3% | +46.5% | -40.1% | -0.7% |
| 6M | +20.8% | +55.0% | -34.3% | +11.1% |
| YTD | +11.2% | +105.3% | -94.0% | -3.2% |
| 1Y | +11.7% | +101.6% | -89.9% | -2.6% |
| 3Y | +79.4% | +134.1% | -54.7% | +50.3% |
| 5Y | +48.0% | +368.7% | -320.7% | +8.8% |
| All | +565.7% | +386.4% | +179.2% | +373.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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