+57.0%
CVX vs AMIX
-99.9%
+156.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.3% |
| 7D | +3.3% | -13.7% | +17.1% | +3.3% |
| 30D | +12.9% | -62.1% | +74.9% | +12.7% |
| 3M | +11.7% | -46.2% | +57.9% | +12.4% |
| 6M | +14.1% | -46.4% | +60.6% | +14.9% |
| YTD | +40.7% | -60.3% | +100.9% | +41.8% |
| 1Y | +37.5% | -79.7% | +117.2% | +39.1% |
| All | +57.0% | -99.9% | +156.8% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling