-29.6%
CLS vs AMIX
-92.3%
+62.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -3.0% | -6.0% | -9.0% |
| 7D | -21.1% | -25.1% | +4.0% | -20.6% |
| 30D | -38.2% | -54.5% | +16.3% | -37.2% |
| 3M | -36.3% | -91.7% | +55.4% | -33.4% |
| 6M | -43.8% | -79.4% | +35.6% | -42.7% |
| YTD | -20.0% | -86.1% | +66.0% | -17.1% |
| 1Y | -29.6% | -91.6% | +62.0% | -25.3% |
| All | -29.6% | -92.3% | +62.7% | -25.3% |
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 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