-27.9%
CCL vs AMP
+2,123.7%
-2,151.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.6% |
| 7D | -5.0% | +0.2% | -5.3% | -5.2% |
| 30D | -20.3% | -0.1% | -20.3% | -20.3% |
| 3M | -15.1% | +23.6% | -38.7% | -25.5% |
| 6M | -15.1% | +20.4% | -35.5% | -24.4% |
| YTD | -21.8% | +15.4% | -37.2% | -28.8% |
| 1Y | -24.8% | +11.0% | -35.7% | -30.0% |
| 3Y | +51.9% | +70.5% | -18.6% | +11.0% |
| 5Y | +4.0% | +121.4% | -117.3% | -32.5% |
| 10Y | -42.2% | +575.6% | -617.8% | -77.9% |
| All | -27.9% | +2,123.7% | -2,151.7% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling