-79.7%
AMIX vs CVE
+99.6%
-179.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -3.5% |
| 7D | -13.7% | +2.5% | -16.2% | -11.0% |
| 30D | -62.1% | +16.7% | -78.8% | -53.8% |
| 3M | -46.2% | +9.3% | -55.4% | -39.0% |
| 6M | -46.4% | +43.6% | -90.0% | -40.4% |
| YTD | -60.3% | +93.6% | -153.8% | -57.6% |
| 1Y | -79.7% | +98.8% | -178.4% | -77.3% |
| All | -79.7% | +99.6% | -179.3% | -77.3% |
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