-90.5%
AMIX vs CCJ
-21.5%
-69.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.7% | +6.1% | +7.4% |
| 7D | +1.2% | +2.7% | -1.5% | -0.7% |
| 30D | -45.3% | -14.4% | -30.9% | -38.2% |
| 3M | -83.1% | -22.6% | -60.5% | -79.2% |
| 6M | -76.9% | -35.4% | -41.4% | -72.6% |
| YTD | -85.3% | -17.6% | -67.7% | -81.9% |
| All | -90.5% | -21.5% | -69.0% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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