-8.9%
CLX vs AMP
+59.7%
-68.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.5% | +1.4% |
| 7D | +8.5% | +1.2% | +7.4% | +8.3% |
| 30D | +30.0% | +4.4% | +25.5% | +29.2% |
| 3M | +3.8% | -8.8% | +12.6% | +4.8% |
| 6M | +24.6% | +9.9% | +14.7% | +23.6% |
| YTD | +12.8% | +6.1% | +6.7% | +11.9% |
| 1Y | +8.6% | +10.6% | -2.0% | +7.2% |
| All | -8.9% | +59.7% | -68.6% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling