+289.3%
ACGL vs LCID
-96.3%
+385.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +0.9% |
| 7D | +1.3% | +24.8% | -23.6% | +1.1% |
| 30D | +14.2% | -0.5% | +14.7% | +14.2% |
| 3M | +11.1% | -43.0% | +54.0% | +11.4% |
| 6M | +16.4% | -40.5% | +56.9% | +16.6% |
| YTD | +13.8% | -64.3% | +78.1% | +14.5% |
| 1Y | +21.6% | -78.1% | +99.6% | +22.9% |
| 3Y | +33.5% | -90.1% | +123.6% | +35.2% |
| 5Y | +174.8% | -99.1% | +273.9% | +187.6% |
| All | +289.3% | -96.3% | +385.7% | +358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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