-0.9%
CCL vs AMP
+120.7%
-121.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.3% |
| 7D | -4.4% | 0.0% | -4.4% | -4.5% |
| 30D | -18.2% | -1.0% | -17.2% | -17.3% |
| 3M | -17.7% | +23.2% | -41.0% | -33.3% |
| 6M | -13.0% | +20.4% | -33.4% | -28.2% |
| YTD | -24.5% | +13.6% | -38.1% | -34.7% |
| 1Y | -26.9% | +13.4% | -40.3% | -37.0% |
| 3Y | +50.8% | +66.5% | -15.7% | -14.8% |
| 5Y | -0.9% | +120.2% | -121.1% | -59.0% |
| All | -0.9% | +120.7% | -121.6% | -59.0% |
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