-20.5%
CCI vs AMIX
-99.9%
+79.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | +0.1% | -1.8% |
| 7D | -0.4% | -13.7% | +13.3% | -0.3% |
| 30D | +2.7% | -62.1% | +64.8% | +3.1% |
| 3M | -18.2% | -46.2% | +28.0% | -19.2% |
| 6M | -14.8% | -46.4% | +31.6% | -15.8% |
| YTD | -12.6% | -60.3% | +47.7% | -13.7% |
| 1Y | -16.7% | -79.7% | +62.9% | -17.8% |
| All | -20.5% | -99.9% | +79.4% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling