+10.4%
CCL vs AMIX
-92.5%
+102.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.4% | +4.1% | -4.3% |
| 7D | -0.3% | -10.9% | +10.5% | -0.3% |
| 30D | +10.3% | -55.0% | +65.3% | +10.9% |
| 3M | +6.6% | -82.0% | +88.6% | +7.9% |
| 6M | +20.0% | -80.4% | +100.5% | +21.2% |
| YTD | -1.9% | -88.3% | +86.4% | -2.9% |
| 1Y | +10.4% | -92.4% | +102.8% | +7.9% |
| All | +10.4% | -92.5% | +102.9% | +7.9% |
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