-91.1%
AMIX vs CCEP
+30.9%
-122.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +3.6% |
| 7D | -9.9% | +2.1% | -12.0% | -6.7% |
| 30D | -52.8% | +10.6% | -63.3% | -42.4% |
| 3M | -80.0% | +10.3% | -90.3% | -76.2% |
| 6M | -80.2% | +31.1% | -111.3% | -75.1% |
| YTD | -88.1% | +32.1% | -120.3% | -84.4% |
| 1Y | -91.1% | +32.8% | -123.9% | -87.8% |
| All | -91.1% | +30.9% | -122.0% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 1y: compounded portfolio wealth divided by compounded CCEP 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…
1y analysis · Full analysis span regression · 6 months rolling