+565.7%
AMZN vs WCN
+235.9%
+329.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -0.7% | -3.1% | +2.4% | +0.7% |
| 30D | -3.9% | -3.4% | -0.5% | -2.4% |
| 3M | +6.3% | +3.0% | +3.4% | +4.6% |
| 6M | +20.8% | -3.8% | +24.5% | +21.8% |
| YTD | +11.2% | -8.3% | +19.6% | +14.4% |
| 1Y | +11.7% | -9.7% | +21.4% | +15.1% |
| 3Y | +79.4% | +17.2% | +62.3% | +56.6% |
| 5Y | +48.0% | +25.3% | +22.8% | +23.9% |
| All | +565.7% | +235.9% | +329.8% | +245.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling