+46.9%
CVX vs AMIX
-92.3%
+139.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.6% |
| 7D | +3.4% | -9.9% | +13.3% | +3.4% |
| 30D | -1.0% | -52.8% | +51.8% | -1.3% |
| 3M | +12.2% | -80.0% | +92.2% | +11.4% |
| 6M | +20.3% | -80.2% | +100.6% | +18.4% |
| YTD | +48.3% | -88.1% | +136.4% | +44.5% |
| 1Y | +46.9% | -91.1% | +138.0% | +42.9% |
| All | +46.9% | -92.3% | +139.2% | +42.9% |
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 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