-28.5%
CEG vs AMIX
-91.4%
+62.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -4.7% | -16.0% | +11.3% | -4.8% |
| 30D | -16.6% | -55.4% | +38.9% | -16.7% |
| 3M | -4.1% | -87.5% | +83.4% | -4.6% |
| 6M | -22.3% | -81.2% | +58.9% | -19.2% |
| YTD | -28.9% | -86.8% | +57.9% | -25.2% |
| 1Y | -28.5% | -91.6% | +63.1% | -24.2% |
| All | -28.5% | -91.4% | +62.9% | -24.2% |
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 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