+62.6%
CSGP vs AMP
+476.7%
-414.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.1% | -1.1% | -6.0% | -6.7% |
| 30D | +3.6% | +4.4% | -0.7% | +1.9% |
| 3M | -2.7% | -7.3% | +4.6% | +0.5% |
| 6M | -8.0% | +12.9% | -20.9% | -12.6% |
| YTD | -55.0% | +7.5% | -62.4% | -56.6% |
| 1Y | -55.8% | +13.3% | -69.1% | -58.3% |
| 3Y | -62.0% | +60.8% | -122.8% | -69.4% |
| 5Y | -62.9% | +82.7% | -145.6% | -72.0% |
| 10Y | +62.6% | +468.7% | -406.1% | -23.3% |
| All | +62.6% | +476.7% | -414.1% | -23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling