+818.4%
CTAS vs AMC
-98.7%
+917.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +0.7% | +5.5% | -4.8% | +0.5% |
| 30D | +11.3% | +16.1% | -4.8% | +10.9% |
| 3M | +11.4% | +43.0% | -31.6% | +10.4% |
| 6M | +35.6% | +130.7% | -95.0% | +32.5% |
| YTD | +20.7% | +121.8% | -101.1% | +17.8% |
| 1Y | +22.8% | +40.7% | -17.8% | +21.0% |
| 3Y | +73.4% | -56.8% | +130.2% | +72.7% |
| 5Y | +117.6% | -99.1% | +216.7% | +128.0% |
| 10Y | +818.4% | -98.7% | +917.1% | +735.0% |
| All | +818.4% | -98.7% | +917.1% | +735.0% |
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