-99.9%
AMIX vs CVE
+88.6%
-188.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.6% | +4.6% | -5.0% |
| 7D | -25.1% | -12.1% | -13.0% | -27.7% |
| 30D | -54.5% | -9.8% | -44.7% | -55.6% |
| 3M | -91.7% | -0.7% | -91.0% | -91.7% |
| 6M | -79.4% | -4.3% | -75.1% | -79.6% |
| YTD | -86.1% | +70.6% | -156.7% | -87.8% |
| 1Y | -91.6% | +73.2% | -164.7% | -92.7% |
| All | -99.9% | +88.6% | -188.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling