+248.2%
CB vs AMC
-98.7%
+346.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -1.8% |
| 7D | +0.2% | +2.6% | -2.4% | +0.2% |
| 30D | +9.1% | +9.0% | 0.0% | +9.0% |
| 3M | +3.4% | +22.2% | -18.8% | +3.2% |
| 6M | +14.1% | +91.5% | -77.4% | +13.2% |
| YTD | +18.0% | +101.3% | -83.3% | +17.0% |
| 1Y | +30.1% | +20.8% | +9.4% | +29.6% |
| 3Y | +71.8% | -71.3% | +143.1% | +72.3% |
| 5Y | +101.8% | -99.2% | +201.1% | +106.9% |
| All | +248.2% | -98.7% | +346.9% | +213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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