-91.6%
AMIX vs CVE
+73.4%
-164.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.6% | +4.6% | -11.4% |
| 7D | -25.1% | -12.1% | -13.0% | -35.7% |
| 30D | -54.5% | -9.8% | -44.7% | -59.4% |
| 3M | -91.7% | -0.7% | -91.0% | -91.6% |
| 6M | -79.4% | -4.3% | -75.1% | -79.6% |
| YTD | -86.1% | +70.6% | -156.7% | -85.5% |
| 1Y | -91.6% | +73.2% | -164.7% | -90.5% |
| All | -91.6% | +73.4% | -164.9% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling