+110.5%
CNC vs AMIX
-92.3%
+202.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.0% | +15.7% | +12.6% |
| 7D | +13.4% | -25.1% | +38.5% | +13.4% |
| 30D | +18.2% | -54.5% | +72.7% | +18.2% |
| 3M | +18.6% | -91.7% | +110.4% | +18.6% |
| 6M | +41.9% | -79.4% | +121.4% | +45.3% |
| YTD | +84.7% | -86.1% | +170.8% | +91.5% |
| 1Y | +110.5% | -91.6% | +202.1% | +119.3% |
| All | +110.5% | -92.3% | +202.8% | +119.3% |
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