+142.8%
CPAY vs AMBA
-5.3%
+148.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.4% |
| 7D | +0.6% | -6.4% | +7.0% | +1.8% |
| 30D | +3.6% | -26.8% | +30.4% | +9.7% |
| 3M | +16.6% | -7.6% | +24.3% | +15.1% |
| 6M | +29.5% | +21.2% | +8.3% | +18.4% |
| YTD | +35.3% | -10.4% | +45.7% | +31.0% |
| 1Y | +30.6% | -24.4% | +55.1% | +29.5% |
| 3Y | +49.7% | +6.0% | +43.7% | +31.1% |
| 5Y | +54.4% | -53.9% | +108.3% | +45.8% |
| 10Y | +142.8% | -6.2% | +149.0% | +75.7% |
| All | +142.8% | -5.3% | +148.1% | +75.7% |
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