+587.8%
CLS vs AMIX
-99.9%
+687.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.4% | +0.2% |
| 7D | -13.9% | +11.4% | -25.3% | -14.1% |
| 30D | -38.2% | -40.5% | +2.3% | -37.4% |
| 3M | -28.8% | -80.1% | +51.3% | -26.4% |
| 6M | -40.4% | -74.8% | +34.4% | -41.8% |
| YTD | -24.3% | -84.0% | +59.7% | -25.1% |
| 1Y | -35.0% | -89.7% | +54.7% | -34.9% |
| All | +587.8% | -99.9% | +687.8% | +635.6% |
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 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