-4.8%
CNC vs AMIX
-100.0%
+95.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -20.0% | +20.4% | +0.3% |
| 7D | -7.3% | -8.1% | +0.8% | -7.3% |
| 30D | +5.2% | -52.3% | +57.4% | +4.8% |
| 3M | +8.6% | -83.8% | +92.4% | +7.7% |
| 6M | +25.1% | -79.0% | +104.0% | +25.2% |
| YTD | +71.3% | -87.2% | +158.5% | +69.9% |
| 1Y | +99.3% | -91.7% | +191.0% | +96.6% |
| All | -4.8% | -100.0% | +95.1% | -7.0% |
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