+57.7%
ACI vs LCID
-97.1%
+154.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.2% | +8.5% | -0.6% |
| 7D | +2.3% | -10.2% | +12.4% | +2.4% |
| 30D | +1.2% | -10.2% | +11.4% | +1.3% |
| 3M | +6.8% | -54.1% | +60.9% | +7.8% |
| 6M | -18.7% | -53.8% | +35.0% | -18.1% |
| YTD | -20.2% | -72.0% | +51.8% | -19.2% |
| 1Y | -23.7% | -80.5% | +56.8% | -22.4% |
| 3Y | -31.6% | -92.6% | +60.9% | -30.1% |
| 5Y | -42.8% | -99.3% | +56.6% | -41.8% |
| All | +57.7% | -97.1% | +154.8% | +57.6% |
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