+251.7%
CB vs AMC
-98.8%
+350.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.1% |
| 7D | +2.9% | +3.5% | -0.6% | +2.9% |
| 30D | +7.3% | +12.5% | -5.1% | +7.2% |
| 3M | +9.4% | +23.6% | -14.2% | +9.2% |
| 6M | +19.6% | +144.4% | -124.7% | +18.5% |
| YTD | +21.5% | +108.3% | -86.9% | +20.4% |
| 1Y | +28.0% | +38.9% | -10.9% | +27.3% |
| 3Y | +74.9% | -58.9% | +133.7% | +74.7% |
| 5Y | +108.1% | -99.2% | +207.3% | +113.2% |
| All | +251.7% | -98.8% | +350.5% | +218.5% |
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