+73.2%
CVE vs AMP
+18.6%
+54.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.5% | -12.1% | -7.2% |
| 7D | -12.1% | +7.7% | -19.8% | -11.5% |
| 30D | -9.8% | +6.6% | -16.3% | -9.2% |
| 3M | -0.7% | -4.7% | +4.0% | -0.1% |
| 6M | -4.3% | +12.9% | -17.2% | -4.1% |
| YTD | +70.6% | +8.6% | +62.0% | +71.1% |
| 1Y | +73.2% | +18.2% | +54.9% | +68.6% |
| All | +73.2% | +18.6% | +54.6% | +68.6% |
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