-5.8%
CNC vs AMIX
-100.0%
+94.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | +1.9% | -16.0% | +17.9% | +1.8% |
| 30D | +7.3% | -55.4% | +62.7% | +6.9% |
| 3M | +8.6% | -87.5% | +96.1% | +7.6% |
| 6M | +26.0% | -81.2% | +107.2% | +25.8% |
| YTD | +69.5% | -86.8% | +156.3% | +68.1% |
| 1Y | +88.0% | -91.6% | +179.6% | +85.4% |
| All | -5.8% | -100.0% | +94.1% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling