-50.1%
CCI vs AMP
+118.7%
-168.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -4.4% | -2.0% | -2.3% | -4.0% |
| 30D | +0.3% | -1.7% | +2.0% | +0.6% |
| 3M | -20.0% | +23.2% | -43.2% | -23.3% |
| 6M | -14.5% | +22.2% | -36.7% | -18.1% |
| YTD | -14.9% | +14.0% | -28.8% | -17.4% |
| 1Y | -17.7% | +14.0% | -31.7% | -20.3% |
| 3Y | -12.4% | +67.0% | -79.4% | -26.7% |
| 5Y | -50.1% | +123.2% | -173.3% | -61.4% |
| All | -50.1% | +118.7% | -168.8% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling