-99.9%
AMIX vs COPX
+99.8%
-199.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +2.6% |
| 7D | -9.9% | -2.8% | -7.0% | -8.3% |
| 30D | -52.8% | -14.3% | -38.4% | -48.2% |
| 3M | -80.0% | -19.0% | -61.0% | -77.4% |
| 6M | -80.2% | -24.4% | -55.8% | -78.4% |
| YTD | -88.1% | -3.2% | -84.9% | -86.7% |
| 1Y | -91.1% | +15.2% | -106.2% | -89.8% |
| All | -99.9% | +99.8% | -199.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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