+553.0%
AMZN vs XME
+426.6%
+126.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +1.1% |
| 7D | -2.7% | -3.0% | +0.3% | -1.7% |
| 30D | -7.5% | -2.6% | -4.9% | -6.9% |
| 3M | +5.8% | +2.2% | +3.7% | +4.2% |
| 6M | +17.5% | +0.7% | +16.8% | +15.6% |
| YTD | +9.1% | +10.9% | -1.8% | +2.8% |
| 1Y | +9.4% | +35.7% | -26.3% | -5.1% |
| 3Y | +82.2% | +127.1% | -44.9% | +29.0% |
| 5Y | +45.2% | +168.5% | -123.3% | -2.6% |
| All | +553.0% | +426.6% | +126.4% | +256.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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