-35.8%
ACI vs LCID
-93.0%
+57.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +10.4% | -13.8% | -3.6% |
| 7D | -2.2% | +8.9% | -11.2% | -2.4% |
| 30D | +10.3% | -15.4% | +25.7% | +10.5% |
| 3M | +7.2% | -52.9% | +60.1% | +8.3% |
| 6M | -18.0% | -46.8% | +28.8% | -17.3% |
| YTD | -22.0% | -68.9% | +46.9% | -20.9% |
| 1Y | -23.4% | -81.7% | +58.3% | -21.6% |
| 3Y | -35.8% | -92.4% | +56.6% | -33.5% |
| All | -35.8% | -93.0% | +57.2% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling