+56.5%
CCI vs AMBA
+12.8%
+43.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.1% | -1.2% |
| 7D | +0.9% | 0.0% | +1.0% | +0.9% |
| 30D | +10.3% | -8.6% | +18.9% | +10.8% |
| 3M | +17.9% | -29.0% | +46.9% | +20.2% |
| 6M | -0.5% | -19.2% | +18.7% | -0.6% |
| YTD | +2.7% | -13.0% | +15.7% | +1.5% |
| 1Y | +3.1% | -31.3% | +34.4% | +3.6% |
| 3Y | +8.0% | +28.1% | -20.2% | -1.2% |
| 5Y | -37.8% | -69.4% | +31.7% | -37.3% |
| 10Y | +56.5% | +7.6% | +48.9% | +29.5% |
| All | +56.5% | +12.8% | +43.7% | +29.5% |
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