+85.9%
AMZN vs STX
+1,424.0%
-1,338.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.5% | -7.1% | -1.6% |
| 7D | +0.8% | +10.7% | -9.9% | -0.9% |
| 30D | -6.4% | +11.3% | -17.7% | -8.5% |
| 3M | +4.8% | +3.2% | +1.6% | +2.0% |
| 6M | +20.5% | +157.0% | -136.4% | -4.5% |
| YTD | +11.3% | +229.2% | -217.9% | -19.0% |
| 1Y | +9.0% | +381.8% | -372.9% | -31.5% |
| 3Y | +85.9% | +1,383.2% | -1,297.3% | -31.2% |
| All | +85.9% | +1,424.0% | -1,338.1% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling