+21.9%
CCL vs AMIX
-92.3%
+114.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.0% | +10.3% | +7.3% |
| 7D | +11.6% | -25.1% | +36.7% | +11.8% |
| 30D | +22.5% | -54.5% | +77.1% | +23.2% |
| 3M | +6.4% | -91.7% | +98.1% | +8.1% |
| 6M | +23.4% | -79.4% | +102.8% | +24.1% |
| YTD | +4.2% | -86.1% | +90.3% | +2.6% |
| 1Y | +21.9% | -91.6% | +113.4% | +17.9% |
| All | +21.9% | -92.3% | +114.2% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling