+60.0%
CVX vs AMIX
-100.0%
+160.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -9.7% | -16.0% | +6.3% | -9.8% |
| 30D | +3.6% | -55.4% | +59.1% | +3.5% |
| 3M | +13.3% | -87.5% | +100.8% | +13.0% |
| 6M | +16.9% | -81.2% | +98.1% | +17.4% |
| YTD | +43.4% | -86.8% | +130.2% | +44.3% |
| 1Y | +44.5% | -91.6% | +136.1% | +45.6% |
| All | +60.0% | -100.0% | +160.0% | +72.9% |
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