-81.2%
AMIX vs CLX
+16.7%
-97.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -1.3% |
| 7D | -16.0% | +13.6% | -29.6% | -61.3% |
| 30D | -55.4% | +23.4% | -78.8% | -88.9% |
| 3M | -87.5% | -2.8% | -84.7% | -87.8% |
| 6M | -81.2% | +14.0% | -95.2% | -86.6% |
| All | -81.2% | +16.7% | -97.9% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 6mo: compounded portfolio wealth divided by compounded CLX 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…
6mo analysis · Full analysis span regression · 6 months rolling