+2,595.2%
AMZN vs PSX
+1,159.1%
+1,436.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | +0.8% | +2.8% | -2.0% | +0.3% |
| 30D | -6.4% | +27.8% | -34.1% | -10.8% |
| 3M | +4.8% | +42.0% | -37.2% | -2.4% |
| 6M | +20.5% | +58.1% | -37.6% | +9.2% |
| YTD | +11.3% | +105.0% | -93.7% | -4.7% |
| 1Y | +9.0% | +104.9% | -96.0% | -6.9% |
| 3Y | +85.9% | +134.1% | -48.2% | +52.4% |
| 5Y | +45.8% | +363.8% | -318.1% | +2.3% |
| 10Y | +555.5% | +370.1% | +185.4% | +331.6% |
| All | +2,595.2% | +1,159.1% | +1,436.0% | +1,425.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling