+20.2%
CLF vs AMIX
-92.3%
+112.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -3.0% | -6.2% | -9.1% |
| 7D | -7.9% | -25.1% | +17.2% | -7.4% |
| 30D | +5.2% | -54.5% | +59.8% | +6.8% |
| 3M | +4.3% | -91.7% | +96.0% | +8.8% |
| 6M | +25.3% | -79.4% | +104.7% | +26.8% |
| YTD | -3.3% | -86.1% | +82.7% | -0.9% |
| 1Y | +20.2% | -91.6% | +111.8% | +24.6% |
| All | +20.2% | -92.3% | +112.6% | +24.6% |
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