+324.2%
CSCO vs AMBA
+4.3%
+319.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | -4.7% | -2.6% | -2.0% | -4.3% |
| 30D | -17.1% | -10.5% | -6.6% | -15.6% |
| 3M | -19.6% | -26.4% | +6.8% | -15.8% |
| 6M | +2.4% | -20.9% | +23.3% | +3.7% |
| YTD | +29.8% | -14.8% | +44.6% | +28.6% |
| 1Y | +38.7% | -36.1% | +74.7% | +43.3% |
| 3Y | +101.3% | +20.2% | +81.1% | +77.2% |
| 5Y | +94.8% | -67.2% | +162.1% | +99.8% |
| 10Y | +324.2% | +5.0% | +319.3% | +193.1% |
| All | +324.2% | +4.3% | +319.9% | +193.1% |
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