-99.9%
AMIX vs CCJ
+48.4%
-148.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.7% | -0.9% | -4.0% |
| 7D | -25.5% | -18.2% | -7.3% | -20.1% |
| 30D | -56.2% | -26.5% | -29.7% | -51.4% |
| 3M | -87.4% | -27.5% | -59.9% | -86.0% |
| 6M | -80.9% | -40.3% | -40.6% | -78.5% |
| YTD | -86.8% | -25.3% | -61.5% | -85.5% |
| 1Y | -91.3% | -28.1% | -63.2% | -90.4% |
| All | -99.9% | +48.4% | -148.3% | -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