+73.2%
CVE vs AMBA
-1.0%
+74.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.2% |
| 7D | +2.5% | -11.0% | +13.5% | +3.9% |
| 30D | +16.7% | -23.2% | +39.9% | +20.2% |
| 3M | +9.3% | -12.7% | +22.0% | +9.1% |
| 6M | +43.6% | +11.2% | +32.4% | +36.3% |
| YTD | +93.6% | -11.2% | +104.8% | +89.4% |
| 1Y | +98.8% | -22.5% | +121.3% | +96.3% |
| All | +73.2% | -1.0% | +74.1% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling