+584.9%
CLS vs AMIX
-99.9%
+684.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +11.8% | -4.0% | +7.6% |
| 7D | -10.6% | +1.2% | -11.7% | -10.6% |
| 30D | -38.4% | -45.3% | +6.9% | -37.6% |
| 3M | -29.9% | -83.1% | +53.2% | -27.2% |
| 6M | -40.6% | -76.9% | +36.2% | -41.9% |
| YTD | -24.6% | -85.3% | +60.7% | -25.2% |
| 1Y | -30.8% | -89.8% | +59.0% | -30.7% |
| All | +584.9% | -99.9% | +684.8% | +634.0% |
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