+6,152.3%
AMZN vs SPXU
-100.0%
+6,252.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | +0.1% |
| 7D | +0.8% | -1.5% | +2.3% | +0.3% |
| 30D | -6.4% | +3.7% | -10.1% | -4.9% |
| 3M | +4.8% | -9.6% | +14.4% | +1.9% |
| 6M | +20.5% | -32.4% | +52.9% | +6.3% |
| YTD | +11.3% | -28.7% | +40.0% | +0.8% |
| 1Y | +9.0% | -38.2% | +47.2% | -5.5% |
| 3Y | +85.9% | -80.4% | +166.3% | +19.7% |
| 5Y | +45.8% | -86.0% | +131.8% | +1.8% |
| 10Y | +555.5% | -99.5% | +655.0% | +103.6% |
| All | +6,152.3% | -100.0% | +6,252.3% | +559.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling