+1,352.3%
LSCC vs AMP
+503.1%
+849.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.5% |
| 7D | +5.0% | +3.3% | +1.7% | +3.1% |
| 30D | -11.7% | +4.2% | -16.0% | -14.1% |
| 3M | -13.3% | -6.4% | -6.9% | -10.5% |
| 6M | -12.5% | +12.4% | -24.9% | -20.3% |
| YTD | +51.2% | +7.4% | +43.8% | +39.9% |
| 1Y | +65.9% | +14.7% | +51.2% | +47.3% |
| 3Y | +95.3% | +60.8% | +34.5% | +43.5% |
| 5Y | +38.6% | +83.4% | -44.8% | -4.9% |
| 10Y | +1,352.3% | +473.5% | +878.8% | +482.0% |
| All | +1,352.3% | +503.1% | +849.2% | +482.0% |
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