-1.7%
XLC vs AMIX
-92.3%
+90.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +1.0% |
| 7D | +3.7% | -9.9% | +13.6% | +3.7% |
| 30D | -1.9% | -52.8% | +50.8% | -1.7% |
| 3M | -3.1% | -80.0% | +76.9% | -2.7% |
| 6M | -6.4% | -80.2% | +73.9% | -5.8% |
| YTD | -6.8% | -88.1% | +81.3% | -6.2% |
| 1Y | -1.7% | -91.1% | +89.4% | -1.0% |
| All | -1.7% | -92.3% | +90.6% | -1.0% |
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 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