+254.5%
CB vs AMBA
-6.6%
+261.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.4% | +8.8% | -0.1% |
| 7D | +2.6% | -14.6% | +17.2% | +3.5% |
| 30D | +11.2% | -18.8% | +30.0% | +12.4% |
| 3M | +5.7% | -32.6% | +38.3% | +7.9% |
| 6M | +15.9% | -25.8% | +41.7% | +16.3% |
| YTD | +20.2% | -22.1% | +42.3% | +19.6% |
| 1Y | +32.4% | -36.2% | +68.6% | +33.4% |
| 3Y | +75.5% | +10.0% | +65.5% | +62.8% |
| 5Y | +105.5% | -71.6% | +177.0% | +110.0% |
| All | +254.5% | -6.6% | +261.1% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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