+153.6%
CNC vs AMBA
+12.8%
+140.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.3% | -7.0% | -2.1% |
| 7D | +3.0% | 0.0% | +3.1% | +2.9% |
| 30D | +4.9% | -8.6% | +13.5% | +5.5% |
| 3M | +4.2% | -29.0% | +33.2% | +6.8% |
| 6M | +22.5% | -19.2% | +41.7% | +22.5% |
| YTD | +66.6% | -13.0% | +79.5% | +64.5% |
| 1Y | +82.5% | -31.3% | +113.7% | +83.6% |
| 3Y | -4.1% | +28.1% | -32.2% | -13.0% |
| 5Y | -8.3% | -69.4% | +61.1% | -5.7% |
| 10Y | +153.6% | +7.6% | +146.0% | +83.6% |
| All | +153.6% | +12.8% | +140.8% | +83.6% |
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