-99.9%
AMIX vs CCJ
+54.9%
-154.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -1.5% |
| 7D | -16.0% | -7.3% | -8.7% | -13.8% |
| 30D | -55.4% | -20.0% | -35.5% | -51.9% |
| 3M | -87.5% | -23.8% | -63.7% | -86.3% |
| 6M | -81.2% | -42.4% | -38.8% | -79.0% |
| YTD | -86.8% | -22.1% | -64.8% | -85.7% |
| 1Y | -91.6% | -20.8% | -70.7% | -90.8% |
| All | -99.9% | +54.9% | -154.8% | -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