+565.7%
AMZN vs SCHW
+301.0%
+264.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | -0.7% | -1.9% | +1.2% | -0.2% |
| 30D | -3.9% | -1.6% | -2.3% | -3.5% |
| 3M | +6.3% | +21.3% | -14.9% | +0.9% |
| 6M | +20.8% | +16.5% | +4.3% | +15.5% |
| YTD | +11.2% | +8.4% | +2.8% | +8.2% |
| 1Y | +11.7% | +15.6% | -4.0% | +6.6% |
| 3Y | +79.4% | +86.8% | -7.4% | +49.8% |
| 5Y | +48.0% | +60.5% | -12.5% | +25.8% |
| All | +565.7% | +301.0% | +264.7% | +346.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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