+33.9%
CCL vs AMBA
-69.7%
+103.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | +0.2% |
| 7D | -1.2% | +2.7% | -3.9% | -2.1% |
| 30D | +13.1% | -2.2% | +15.3% | +13.5% |
| 3M | +3.4% | -26.6% | +30.0% | +13.6% |
| 6M | +18.7% | -26.8% | +45.5% | +22.5% |
| YTD | -2.3% | -15.1% | +12.9% | -6.7% |
| 1Y | +14.2% | -32.3% | +46.5% | +17.7% |
| 3Y | +133.6% | +19.8% | +113.8% | +67.2% |
| All | +33.9% | -69.7% | +103.6% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling