+59.0%
CVX vs AMIX
-99.9%
+158.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.6% | +0.2% |
| 7D | -6.2% | +11.4% | -17.7% | -6.2% |
| 30D | -0.4% | -40.5% | +40.2% | -0.5% |
| 3M | +9.3% | -80.1% | +89.4% | +9.0% |
| 6M | +18.4% | -74.8% | +93.2% | +18.9% |
| YTD | +42.5% | -84.0% | +126.4% | +43.4% |
| 1Y | +41.0% | -89.7% | +130.8% | +42.2% |
| All | +59.0% | -99.9% | +158.9% | +71.8% |
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