+80.4%
CCL vs AMIX
-100.0%
+180.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -1.2% | -9.9% | +8.7% | -1.1% |
| 30D | +13.1% | -52.8% | +65.9% | +13.9% |
| 3M | +3.4% | -80.0% | +83.4% | +5.0% |
| 6M | +18.7% | -80.2% | +98.9% | +17.7% |
| YTD | -2.3% | -88.1% | +85.9% | -2.4% |
| 1Y | +14.2% | -91.1% | +105.3% | +13.9% |
| All | +80.4% | -100.0% | +180.3% | +72.2% |
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