+745.7%
CNC vs AMP
+2,089.3%
-1,343.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -3.8% | -1.0% | -2.8% | -3.5% |
| 3M | -3.2% | +23.2% | -26.5% | -9.8% |
| 6M | +47.9% | +20.4% | +27.5% | +38.8% |
| YTD | +55.7% | +13.6% | +42.0% | +48.2% |
| 1Y | +106.2% | +13.4% | +92.9% | +96.4% |
| 3Y | -2.1% | +66.5% | -68.6% | -20.1% |
| 5Y | +3.4% | +120.2% | -116.8% | -25.0% |
| 10Y | +91.7% | +576.5% | -484.8% | -10.8% |
| All | +745.7% | +2,089.3% | -1,343.6% | +153.2% |
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