+37.6%
XLC vs AMIX
-100.0%
+137.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | -0.6% |
| 7D | +3.1% | -25.5% | +28.6% | +3.2% |
| 30D | -6.5% | -56.2% | +49.6% | -6.3% |
| 3M | -5.6% | -87.4% | +81.9% | -4.9% |
| 6M | -9.2% | -80.9% | +71.7% | -9.4% |
| YTD | -10.6% | -86.8% | +76.3% | -10.5% |
| 1Y | -6.9% | -91.3% | +84.5% | -6.7% |
| All | +37.6% | -100.0% | +137.5% | +40.3% |
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