+48.4%
CSX vs AMIX
-100.0%
+148.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.6% | +3.2% | -2.3% |
| 7D | -2.7% | -25.5% | +22.8% | -2.5% |
| 30D | +7.0% | -56.2% | +63.2% | +7.5% |
| 3M | -0.3% | -87.4% | +87.1% | +0.8% |
| 6M | +13.5% | -80.9% | +94.4% | +12.8% |
| YTD | +41.5% | -86.8% | +128.3% | +40.9% |
| 1Y | +45.8% | -91.3% | +137.1% | +45.5% |
| All | +48.4% | -100.0% | +148.4% | +58.4% |
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