+22.4%
CCI vs AMP
+589.3%
-566.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.2% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +2.2% | -1.3% | +3.6% | +2.5% |
| 3M | -16.9% | +24.2% | -41.1% | -21.2% |
| 6M | -11.5% | +24.6% | -36.1% | -16.4% |
| YTD | -12.8% | +14.8% | -27.7% | -16.3% |
| 1Y | -17.1% | +12.8% | -29.9% | -20.1% |
| 3Y | -9.6% | +69.0% | -78.6% | -23.5% |
| 5Y | -48.9% | +124.9% | -173.8% | -60.6% |
| All | +22.4% | +589.3% | -566.9% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling