+14,563.7%
AMZN vs XME
+170.7%
+14,393.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | +2.8% | +0.3% | +2.5% | +2.7% |
| 30D | +5.0% | -6.1% | +11.1% | +7.2% |
| 3M | +0.6% | -18.6% | +19.2% | +7.8% |
| 6M | -1.3% | -23.9% | +22.6% | +7.5% |
| YTD | +15.5% | -9.3% | +24.9% | +16.6% |
| 1Y | +12.2% | +1.8% | +10.5% | +8.3% |
| 3Y | +87.0% | +93.0% | -6.0% | +39.7% |
| 5Y | +51.3% | +107.0% | -55.7% | +9.3% |
| 10Y | +621.7% | +266.9% | +354.7% | +290.0% |
| All | +14,563.7% | +170.7% | +14,393.0% | +6,703.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling