+64.7%
CCI vs AMBA
+4.3%
+60.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.9% |
| 7D | +3.2% | -2.6% | +5.8% | +3.3% |
| 30D | +12.2% | -10.5% | +22.7% | +12.9% |
| 3M | +23.1% | -26.4% | +49.6% | +25.3% |
| 6M | +1.3% | -20.9% | +22.1% | +1.3% |
| YTD | +4.5% | -14.8% | +19.3% | +3.4% |
| 1Y | +2.3% | -36.1% | +38.4% | +3.4% |
| 3Y | +9.8% | +20.2% | -10.4% | +1.1% |
| 5Y | -36.5% | -67.2% | +30.7% | -36.4% |
| 10Y | +64.7% | +5.0% | +59.7% | +36.5% |
| All | +64.7% | +4.3% | +60.3% | +36.5% |
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