+65.8%
CVE vs AMP
+12.5%
+53.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.8% |
| 7D | +5.9% | +3.9% | +2.0% | +6.3% |
| 30D | -10.9% | +5.1% | -16.0% | -10.3% |
| 3M | -4.5% | -8.7% | +4.2% | -4.2% |
| 6M | -1.0% | +11.4% | -12.4% | -0.7% |
| YTD | +74.7% | +7.3% | +67.4% | +75.2% |
| 1Y | +65.8% | +14.6% | +51.3% | +63.9% |
| All | +65.8% | +12.5% | +53.3% | +63.9% |
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