+1,795.0%
LSCC vs AMP
+574.4%
+1,220.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.8% |
| 7D | +5.2% | +2.6% | +2.6% | +3.6% |
| 30D | -9.6% | +0.8% | -10.5% | -10.3% |
| 3M | -17.8% | +24.3% | -42.0% | -28.7% |
| 6M | +37.4% | +20.6% | +16.9% | +21.0% |
| YTD | +59.7% | +14.6% | +45.0% | +43.3% |
| 1Y | +76.2% | +14.5% | +61.7% | +58.1% |
| 3Y | +28.2% | +67.9% | -39.8% | -7.0% |
| 5Y | +87.2% | +122.5% | -35.3% | +17.9% |
| 10Y | +1,795.0% | +573.3% | +1,221.7% | +632.3% |
| All | +1,795.0% | +574.4% | +1,220.6% | +632.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling