-4.9%
CCI vs AMIX
-99.9%
+95.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.8% | -7.1% | +1.7% |
| 7D | +3.2% | +11.4% | -8.2% | +3.1% |
| 30D | +12.2% | -40.5% | +52.7% | +12.4% |
| 3M | +23.1% | -80.1% | +103.2% | +23.9% |
| 6M | +1.3% | -74.8% | +76.1% | +0.4% |
| YTD | +4.5% | -84.0% | +88.5% | +3.6% |
| 1Y | +2.3% | -89.7% | +92.0% | +1.4% |
| All | -4.9% | -99.9% | +95.0% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling