+820.2%
CTAS vs AMC
-98.7%
+918.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +0.9% |
| 7D | -0.8% | -2.8% | +2.1% | -0.7% |
| 30D | +10.7% | +14.0% | -3.3% | +10.4% |
| 3M | +11.0% | +42.5% | -31.5% | +10.0% |
| 6M | +38.7% | +142.6% | -103.8% | +35.3% |
| YTD | +21.8% | +119.2% | -97.5% | +18.8% |
| 1Y | +23.6% | +40.7% | -17.2% | +21.7% |
| 3Y | +74.9% | -57.3% | +132.2% | +74.3% |
| 5Y | +119.5% | -99.1% | +218.6% | +130.1% |
| 10Y | +820.2% | -98.7% | +918.9% | +735.6% |
| All | +820.2% | -98.7% | +918.9% | +735.6% |
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