+49.4%
ACI vs LCID
-95.4%
+144.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.3% |
| 7D | +0.2% | -6.6% | +6.7% | +0.2% |
| 30D | +5.9% | -30.1% | +36.1% | +6.4% |
| 3M | -19.8% | -17.6% | -2.2% | -19.6% |
| 6M | -24.7% | -54.4% | +29.7% | -24.2% |
| YTD | -24.4% | -55.7% | +31.3% | -23.8% |
| 1Y | -31.5% | -71.0% | +39.5% | -30.7% |
| 3Y | -38.7% | -92.6% | +54.0% | -37.3% |
| 5Y | -42.8% | -97.6% | +54.8% | -42.2% |
| All | +49.4% | -95.4% | +144.8% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling