-97.8%
LCID vs AMP
+120.7%
-218.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.9% | -6.9% | -7.1% |
| 7D | -9.3% | 0.0% | -9.3% | -9.4% |
| 30D | -35.4% | -1.0% | -34.4% | -34.9% |
| 3M | -17.1% | +23.2% | -40.3% | -30.7% |
| 6M | -58.9% | +20.4% | -79.3% | -65.2% |
| YTD | -59.6% | +13.6% | -73.3% | -63.9% |
| 1Y | -78.0% | +13.4% | -91.3% | -80.2% |
| 3Y | -92.7% | +66.5% | -159.2% | -95.6% |
| 5Y | -97.8% | +120.2% | -218.1% | -98.8% |
| All | -97.8% | +120.7% | -218.5% | -98.8% |
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