+189.0%
CDE vs AMP
+122.1%
+66.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.4% | +0.8% |
| 7D | -3.1% | -0.5% | -2.6% | -2.8% |
| 30D | +9.5% | -1.3% | +10.8% | +10.1% |
| 3M | +25.5% | +24.2% | +1.3% | +11.7% |
| 6M | -7.9% | +24.6% | -32.5% | -18.3% |
| YTD | +15.6% | +14.8% | +0.7% | +6.5% |
| 1Y | +34.0% | +12.8% | +21.3% | +24.1% |
| 3Y | +791.9% | +69.0% | +722.9% | +532.6% |
| All | +189.0% | +122.1% | +66.8% | +72.1% |
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