+45.5%
AMZN vs PSX
+361.6%
-316.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.1% |
| 6M | +18.2% | +62.0% | -43.8% | +6.7% |
| YTD | +9.3% | +106.3% | -97.0% | -7.0% |
| 1Y | +5.9% | +103.0% | -97.0% | -9.8% |
| 3Y | +82.6% | +135.5% | -52.9% | +47.1% |
| All | +45.5% | +361.6% | -316.1% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling