+57.9%
CNQ vs AMP
+14.3%
+43.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +2.0% | -1.9% |
| 7D | -11.2% | +2.3% | -13.5% | -10.9% |
| 30D | +1.7% | +2.6% | -0.9% | +2.1% |
| 3M | +10.3% | -9.2% | +19.5% | +9.9% |
| 6M | +4.3% | +7.6% | -3.4% | +4.2% |
| YTD | +48.7% | +4.9% | +43.8% | +50.4% |
| 1Y | +57.9% | +12.4% | +45.5% | +57.6% |
| All | +57.9% | +14.3% | +43.6% | +57.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling