-99.9%
AMIX vs CCJ
+53.6%
-153.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.6% |
| 7D | -9.9% | -0.8% | -9.1% | -9.7% |
| 30D | -52.8% | -13.2% | -39.6% | -50.4% |
| 3M | -80.0% | -27.6% | -52.4% | -77.7% |
| 6M | -80.2% | -38.7% | -41.5% | -78.0% |
| YTD | -88.1% | -22.7% | -65.4% | -87.1% |
| 1Y | -91.1% | -17.6% | -73.5% | -90.3% |
| All | -99.9% | +53.6% | -153.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling