+78.7%
AG vs LCID
-95.4%
+174.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.1% |
| 7D | +1.0% | -6.6% | +7.6% | +1.6% |
| 30D | +19.2% | -30.1% | +49.3% | +22.7% |
| 3M | +6.2% | -17.6% | +23.8% | +6.3% |
| 6M | -26.7% | -54.4% | +27.7% | -23.0% |
| YTD | +26.1% | -55.7% | +81.8% | +32.4% |
| 1Y | +131.7% | -71.0% | +202.7% | +150.9% |
| 3Y | +255.3% | -92.6% | +348.0% | +308.8% |
| 5Y | +61.9% | -97.6% | +159.5% | +97.4% |
| All | +78.7% | -95.4% | +174.1% | +142.4% |
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