+90.9%
CNC vs AMBA
-5.3%
+96.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -3.7% |
| 7D | -1.0% | -6.4% | +5.4% | -0.5% |
| 30D | -1.8% | -26.8% | +25.0% | +0.8% |
| 3M | -0.7% | -7.6% | +6.9% | -0.9% |
| 6M | +47.9% | +21.2% | +26.8% | +42.9% |
| YTD | +56.9% | -10.4% | +67.3% | +55.1% |
| 1Y | +123.9% | -24.4% | +148.3% | +123.6% |
| 3Y | -1.3% | +6.0% | -7.3% | -8.2% |
| 5Y | +2.8% | -53.9% | +56.6% | -0.7% |
| 10Y | +90.9% | -6.2% | +97.0% | +43.1% |
| All | +90.9% | -5.3% | +96.1% | +43.1% |
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