+243.0%
CB vs AMC
-98.6%
+341.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.3% | -8.7% | -0.5% |
| 7D | -1.5% | +6.6% | -8.1% | -1.6% |
| 30D | +6.5% | +14.1% | -7.6% | +6.4% |
| 3M | +4.1% | +31.3% | -27.2% | +3.8% |
| 6M | +14.4% | +126.7% | -112.3% | +13.4% |
| YTD | +17.5% | +117.9% | -100.4% | +16.4% |
| 1Y | +27.5% | +41.1% | -13.5% | +26.8% |
| 3Y | +71.6% | -61.0% | +132.6% | +71.6% |
| 5Y | +100.6% | -99.1% | +199.8% | +105.5% |
| 10Y | +243.0% | -98.7% | +341.7% | +210.3% |
| All | +243.0% | -98.6% | +341.6% | +210.3% |
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