+320.2%
CVE vs AMBA
-54.5%
+374.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.2% |
| 7D | +2.5% | -11.0% | +13.5% | +4.2% |
| 30D | +16.7% | -23.2% | +39.9% | +21.0% |
| 3M | +9.3% | -12.7% | +22.0% | +9.2% |
| 6M | +43.6% | +11.2% | +32.4% | +36.1% |
| YTD | +93.6% | -11.2% | +104.8% | +89.4% |
| 1Y | +98.8% | -22.5% | +121.3% | +96.5% |
| 3Y | +73.6% | -1.3% | +74.9% | +56.3% |
| All | +320.2% | -54.5% | +374.7% | +256.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling