-1.0%
AMZN vs STX
-30.3%
+29.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.0% | -11.7% | -1.9% |
| 7D | +0.1% | -1.0% | +1.0% | -0.1% |
| 30D | +2.6% | -26.8% | +29.3% | +2.5% |
| 3M | -2.2% | -32.7% | +30.5% | -2.7% |
| 6M | -1.0% | -33.7% | +32.7% | -5.3% |
| All | -1.0% | -30.3% | +29.3% | -5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling