+55.6%
ACI vs LCID
-96.5%
+152.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.4% | -8.5% | +0.8% |
| 7D | -5.9% | +20.0% | -25.9% | -6.2% |
| 30D | +7.2% | -5.0% | +12.2% | +7.2% |
| 3M | +8.8% | -48.9% | +57.7% | +9.7% |
| 6M | -17.2% | -43.2% | +26.0% | -16.7% |
| YTD | -21.3% | -65.9% | +44.7% | -20.4% |
| 1Y | -23.7% | -79.2% | +55.4% | -22.5% |
| 3Y | -32.8% | -90.4% | +57.6% | -31.5% |
| 5Y | -41.4% | -99.2% | +57.8% | -40.6% |
| All | +55.6% | -96.5% | +152.1% | +55.2% |
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