+170.6%
ACGL vs LCID
-99.2%
+269.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | +0.7% |
| 7D | -1.1% | +20.0% | -21.1% | -1.2% |
| 30D | +13.1% | -5.0% | +18.1% | +13.1% |
| 3M | +9.8% | -48.9% | +58.7% | +10.4% |
| 6M | +15.3% | -43.2% | +58.5% | +15.7% |
| YTD | +12.7% | -65.9% | +78.7% | +13.6% |
| 1Y | +20.7% | -79.2% | +99.9% | +22.5% |
| 3Y | +34.3% | -90.4% | +124.7% | +36.6% |
| 5Y | +170.6% | -99.2% | +269.8% | +200.1% |
| All | +170.6% | -99.2% | +269.8% | +200.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling