+308.5%
CSCO vs AMC
-98.8%
+407.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.7% | -3.5% | -6.2% |
| 7D | +1.9% | +3.5% | -1.6% | +1.8% |
| 30D | -15.8% | +12.5% | -28.3% | -16.1% |
| 3M | -15.4% | +23.6% | -39.0% | -15.8% |
| 6M | -5.4% | +144.4% | -149.8% | -7.7% |
| YTD | +26.5% | +108.3% | -81.9% | +23.6% |
| 1Y | +25.9% | +38.9% | -13.0% | +24.1% |
| 3Y | +97.5% | -58.9% | +156.4% | +97.1% |
| 5Y | +93.0% | -99.2% | +192.2% | +102.2% |
| All | +308.5% | -98.8% | +407.3% | +278.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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