+170.6%
CVX vs AMP
+118.7%
+51.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +0.7% | -2.0% | +2.7% | +1.4% |
| 30D | +9.1% | -1.7% | +10.8% | +9.6% |
| 3M | +13.1% | +23.2% | -10.1% | +5.0% |
| 6M | +16.3% | +22.2% | -5.9% | +7.8% |
| YTD | +43.5% | +14.0% | +29.5% | +35.9% |
| 1Y | +40.2% | +14.0% | +26.2% | +32.4% |
| 3Y | +44.2% | +67.0% | -22.7% | +15.2% |
| 5Y | +170.6% | +123.2% | +47.4% | +80.7% |
| All | +170.6% | +118.7% | +51.9% | +80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling