+0.3%
AGI vs LCID
-79.4%
+79.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +11.6% | -0.8% | +9.6% |
| 7D | -5.3% | -1.2% | -4.1% | -5.3% |
| 30D | -7.1% | -19.2% | +12.0% | -5.7% |
| 3M | +4.4% | -56.7% | +61.1% | +10.3% |
| 6M | -23.0% | -49.6% | +26.6% | -20.4% |
| YTD | -22.0% | -68.1% | +46.1% | -12.3% |
| 1Y | +0.3% | -79.4% | +79.7% | +22.9% |
| All | +0.3% | -79.4% | +79.6% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling