-34.8%
CLX vs AMP
+64.9%
-99.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.0% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -15.8% | -1.0% | -14.8% | -15.7% |
| 3M | -7.9% | +23.2% | -31.2% | -10.0% |
| 6M | -19.0% | +20.4% | -39.4% | -20.7% |
| YTD | -7.9% | +13.6% | -21.6% | -9.5% |
| 1Y | -25.4% | +13.4% | -38.7% | -26.7% |
| All | -34.8% | +64.9% | -99.8% | -43.7% |
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