+45.2%
AMZN vs WCN
+25.5%
+19.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -2.7% | -4.4% | +1.7% | -1.0% |
| 30D | -7.5% | -4.4% | -3.0% | -5.9% |
| 3M | +5.8% | +0.5% | +5.4% | +5.3% |
| 6M | +17.5% | -3.3% | +20.8% | +18.3% |
| YTD | +9.1% | -8.5% | +17.6% | +12.2% |
| 1Y | +9.4% | -8.9% | +18.3% | +12.2% |
| 3Y | +82.2% | +18.0% | +64.2% | +52.5% |
| 5Y | +45.2% | +25.0% | +20.2% | +12.5% |
| All | +45.2% | +25.5% | +19.8% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling