+138.3%
GOOGL vs AMZN
+43.9%
+94.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.8% | -2.7% | -0.1% | -1.3% |
| 30D | -3.2% | -7.5% | +4.3% | +0.9% |
| 3M | -6.6% | +5.8% | -12.4% | -9.8% |
| 6M | +8.5% | +17.5% | -9.1% | -1.1% |
| YTD | +6.5% | +9.1% | -2.7% | +0.6% |
| 1Y | +39.4% | +9.4% | +30.1% | +30.6% |
| 3Y | +146.2% | +82.2% | +64.0% | +69.1% |
| 5Y | +138.3% | +45.2% | +93.1% | +80.9% |
| All | +138.3% | +43.9% | +94.5% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMZN.
Daily Out/Under-Performance
Portfolio return minus AMZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMZN 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 AMZN 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