+58.1%
CVE vs AMP
+14.6%
+43.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.1% | -1.1% | +1.1% | -0.1% |
| 30D | -10.8% | +4.4% | -15.2% | -10.3% |
| 3M | -4.3% | -7.3% | +3.0% | -3.9% |
| 6M | -1.5% | +12.9% | -14.3% | -1.4% |
| YTD | +70.7% | +7.5% | +63.3% | +71.0% |
| 1Y | +58.1% | +13.3% | +44.8% | +55.5% |
| All | +58.1% | +14.6% | +43.5% | +55.5% |
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