+2,076.3%
AMZN vs XYL
+466.0%
+1,610.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.5% | -1.8% |
| 7D | +0.8% | +1.8% | -1.0% | 0.0% |
| 30D | -6.4% | -9.2% | +2.8% | -2.6% |
| 3M | +4.8% | -0.3% | +5.1% | +4.2% |
| 6M | +20.5% | -11.0% | +31.5% | +25.6% |
| YTD | +11.3% | -19.2% | +30.5% | +20.5% |
| 1Y | +9.0% | -21.2% | +30.2% | +19.1% |
| 3Y | +85.9% | +18.6% | +67.3% | +69.3% |
| 5Y | +45.8% | -14.3% | +60.1% | +47.9% |
| 10Y | +555.5% | +141.0% | +414.5% | +323.6% |
| All | +2,076.3% | +466.0% | +1,610.3% | +850.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XYL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling