+76.4%
AMZN vs PSX
+134.3%
-57.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | -1.0% | +1.8% | -2.8% | -1.3% |
| 30D | -9.2% | +21.6% | -30.9% | -12.6% |
| 3M | +3.4% | +46.5% | -43.1% | -4.2% |
| 6M | +18.2% | +62.0% | -43.8% | +6.2% |
| YTD | +9.3% | +106.3% | -97.0% | -8.9% |
| 1Y | +5.9% | +103.0% | -97.0% | -11.6% |
| All | +76.4% | +134.3% | -57.9% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling