-37.0%
CELH vs AMIX
-99.9%
+62.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -10.0% | -1.2% |
| 7D | +9.4% | +11.4% | -2.0% | +9.4% |
| 30D | +14.8% | -40.5% | +55.3% | +14.7% |
| 3M | +20.5% | -80.1% | +100.6% | +20.2% |
| 6M | +1.6% | -74.8% | +76.4% | +0.1% |
| YTD | -28.3% | -84.0% | +55.7% | -30.5% |
| 1Y | -26.4% | -89.7% | +63.3% | -29.3% |
| All | -37.0% | -99.9% | +62.9% | -46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling