+9.7%
AMZN vs STX
+382.7%
-373.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.3% | -6.5% | -0.5% |
| 7D | -3.0% | +2.4% | -5.3% | -3.1% |
| 30D | -5.2% | +1.4% | -6.6% | -5.5% |
| 3M | +1.9% | -8.2% | +10.1% | +1.4% |
| 6M | +19.2% | +127.0% | -107.8% | +8.4% |
| YTD | +12.0% | +209.1% | -197.2% | -1.6% |
| 1Y | +9.7% | +365.4% | -355.7% | -8.1% |
| All | +9.7% | +382.7% | -373.0% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 1y: compounded portfolio wealth divided by compounded STX 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…
1y analysis · Full analysis span regression · 6 months rolling