+23,999.4%
AMZN vs STX
+9,929.9%
+14,069.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.4% |
| 7D | +2.8% | +14.6% | -11.8% | -0.6% |
| 30D | +5.0% | -26.0% | +30.9% | +11.3% |
| 3M | +0.6% | -42.6% | +43.2% | +11.8% |
| 6M | -1.3% | -35.3% | +34.0% | +3.9% |
| YTD | +15.5% | +92.5% | -76.9% | -9.5% |
| 1Y | +12.2% | +102.4% | -90.2% | -13.5% |
| 3Y | +87.0% | +673.8% | -586.8% | -0.8% |
| 5Y | +51.3% | +463.1% | -411.8% | -14.7% |
| 10Y | +621.7% | +2,014.6% | -1,392.9% | +180.5% |
| All | +23,999.4% | +9,929.9% | +14,069.6% | +4,493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling