+82.5%
CCL vs AMIX
-100.0%
+182.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.1% | -16.0% | +19.1% | +3.3% |
| 30D | +13.7% | -55.4% | +69.1% | +14.6% |
| 3M | +3.8% | -87.5% | +91.3% | +5.9% |
| 6M | +9.3% | -81.2% | +90.5% | +8.6% |
| YTD | -1.1% | -86.8% | +85.8% | -1.3% |
| 1Y | +14.6% | -91.6% | +106.1% | +14.6% |
| All | +82.5% | -100.0% | +182.5% | +74.1% |
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