+135.5%
CVE vs AMP
+503.1%
-367.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.1% |
| 7D | -10.0% | +3.3% | -13.3% | -12.1% |
| 30D | -11.9% | +4.2% | -16.1% | -14.8% |
| 3M | -5.9% | -6.4% | +0.5% | -3.1% |
| 6M | -1.6% | +12.4% | -14.0% | -10.6% |
| YTD | +66.3% | +7.4% | +58.8% | +52.9% |
| 1Y | +57.5% | +14.7% | +42.8% | +38.4% |
| 3Y | +65.4% | +60.8% | +4.6% | +13.3% |
| 5Y | +144.2% | +83.4% | +60.7% | +47.4% |
| 10Y | +135.5% | +473.5% | -338.0% | -23.0% |
| All | +135.5% | +503.1% | -367.6% | -23.0% |
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