+4,284.9%
AMZN vs STLA
+263.8%
+4,021.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.4% |
| 7D | -3.0% | +2.6% | -5.6% | -3.5% |
| 30D | -5.2% | -1.2% | -3.9% | -5.1% |
| 3M | +1.9% | -24.8% | +26.6% | +7.4% |
| 6M | +19.2% | -25.6% | +44.8% | +25.6% |
| YTD | +12.0% | -48.9% | +60.9% | +26.2% |
| 1Y | +9.7% | -38.8% | +48.5% | +18.6% |
| 3Y | +87.2% | -64.5% | +151.7% | +119.2% |
| 5Y | +48.7% | -62.4% | +111.1% | +69.4% |
| 10Y | +569.3% | +55.4% | +513.9% | +502.9% |
| All | +4,284.9% | +263.8% | +4,021.1% | +3,726.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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