+6.7%
AMZN vs STX
+119.7%
-113.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.1% | +14.3% | +6.6% |
| 7D | +4.5% | -20.2% | +24.7% | +6.0% |
| 30D | +5.8% | -37.2% | +43.0% | +8.8% |
| 3M | -4.1% | -34.1% | +29.9% | -2.1% |
| 6M | -2.2% | -24.5% | +22.2% | -3.5% |
| YTD | +15.3% | +102.9% | -87.7% | -2.5% |
| 1Y | +6.7% | +123.8% | -117.1% | -12.6% |
| All | +6.7% | +119.7% | -113.0% | -12.6% |
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