+8.7%
AG vs LCID
-99.1%
+107.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.7% | -10.6% | -6.4% |
| 7D | +6.0% | +24.8% | -18.9% | +3.2% |
| 30D | -13.5% | -0.5% | -13.0% | -13.8% |
| 3M | -20.7% | -43.0% | +22.3% | -16.1% |
| 6M | -31.5% | -40.5% | +9.0% | -29.3% |
| YTD | -10.1% | -64.3% | +54.2% | -2.4% |
| 1Y | +26.0% | -78.1% | +104.1% | +43.7% |
| 3Y | +228.9% | -90.1% | +319.0% | +289.1% |
| 5Y | +8.7% | -99.1% | +107.7% | +56.7% |
| All | +8.7% | -99.1% | +107.8% | +56.7% |
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