-91.3%
AMIX vs CVE
+68.4%
-159.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.8% | -8.6% |
| 7D | -25.5% | -14.1% | -11.4% | -37.7% |
| 30D | -56.2% | -11.6% | -44.6% | -61.8% |
| 3M | -87.4% | 0.0% | -87.5% | -86.7% |
| 6M | -80.9% | -8.4% | -72.5% | -81.7% |
| YTD | -86.8% | +65.9% | -152.7% | -86.5% |
| 1Y | -91.3% | +69.4% | -160.7% | -90.2% |
| All | -91.3% | +68.4% | -159.7% | -90.2% |
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