+321.5%
CSCO vs AMC
-98.6%
+420.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.3% | -3.2% | +4.9% |
| 7D | -2.9% | +6.6% | -9.5% | -3.0% |
| 30D | -16.7% | +14.1% | -30.8% | -16.9% |
| 3M | -18.4% | +31.3% | -49.7% | -19.0% |
| 6M | +2.9% | +126.7% | -123.7% | +0.6% |
| YTD | +30.4% | +117.9% | -87.5% | +27.3% |
| 1Y | +41.4% | +41.1% | +0.3% | +39.3% |
| 3Y | +104.7% | -61.0% | +165.6% | +104.3% |
| 5Y | +96.9% | -99.1% | +196.1% | +106.1% |
| 10Y | +321.5% | -98.7% | +420.2% | +295.9% |
| All | +321.5% | -98.6% | +420.1% | +295.9% |
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