-17.9%
AMT vs LSCC
+18.7%
-36.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.6% | +8.2% | -0.2% |
| 7D | +4.4% | -4.8% | +9.2% | +4.5% |
| 30D | +17.7% | -27.1% | +44.8% | +18.7% |
| 3M | +16.7% | -23.6% | +40.3% | +17.4% |
| 6M | +11.1% | -19.8% | +31.0% | +11.1% |
| YTD | +13.9% | +33.2% | -19.4% | +10.5% |
| 1Y | +12.5% | +55.2% | -42.7% | +8.2% |
| 3Y | +13.2% | +70.1% | -56.9% | +4.7% |
| 5Y | -17.9% | +19.5% | -37.4% | -25.0% |
| All | -17.9% | +18.7% | -36.6% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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