+13.6%
CLF vs AMIX
-91.4%
+104.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -19.6% | -16.0% | -3.6% | -19.3% |
| 30D | -5.0% | -55.4% | +50.5% | -3.5% |
| 3M | -6.3% | -87.5% | +81.2% | -2.8% |
| 6M | +2.8% | -81.2% | +84.0% | +4.4% |
| YTD | -13.7% | -86.8% | +73.1% | -11.4% |
| 1Y | +13.6% | -91.6% | +105.2% | +17.7% |
| All | +13.6% | -91.4% | +104.9% | +17.7% |
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