-41.6%
CCL vs AMBA
-7.1%
-34.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -5.0% | -11.0% | +5.9% | -1.2% |
| 30D | -20.3% | -23.2% | +2.8% | -13.0% |
| 3M | -15.1% | -12.7% | -2.4% | -15.3% |
| 6M | -15.1% | +11.2% | -26.3% | -24.1% |
| YTD | -21.8% | -11.2% | -10.6% | -25.0% |
| 1Y | -24.8% | -22.5% | -2.2% | -26.0% |
| 3Y | +51.9% | -1.3% | +53.2% | +25.6% |
| 5Y | +4.0% | -54.2% | +58.2% | +1.1% |
| All | -41.6% | -7.1% | -34.5% | -61.7% |
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