+1,067.4%
SCCO vs AMBA
+8.8%
+1,058.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.4% | -5.9% | -6.9% |
| 7D | -2.7% | +7.1% | -9.8% | -4.2% |
| 30D | -0.2% | -18.1% | +17.9% | +4.2% |
| 3M | +17.8% | +8.4% | +9.4% | +13.3% |
| 6M | +2.3% | +25.7% | -23.4% | -5.6% |
| YTD | +41.6% | -4.2% | +45.8% | +37.5% |
| 1Y | +101.9% | -18.7% | +120.6% | +101.0% |
| 3Y | +186.2% | +13.3% | +172.8% | +152.5% |
| 5Y | +309.7% | -54.2% | +363.9% | +293.5% |
| All | +1,067.4% | +8.8% | +1,058.6% | +706.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling