-20.3%
CCI vs AMIX
-99.9%
+79.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +0.2% | -3.4% | +3.5% | +0.2% |
| 30D | +0.5% | -54.4% | +54.9% | +0.8% |
| 3M | -16.3% | -45.7% | +29.5% | -17.3% |
| 6M | -13.9% | -49.2% | +35.2% | -15.0% |
| YTD | -12.4% | -60.3% | +47.9% | -13.5% |
| 1Y | -15.2% | -81.4% | +66.2% | -16.3% |
| All | -20.3% | -99.9% | +79.6% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling