+17.4%
AGI vs LCID
-71.9%
+89.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.1% |
| 7D | +0.6% | -6.6% | +7.2% | +1.2% |
| 30D | +18.2% | -30.1% | +48.4% | +21.6% |
| 3M | -4.1% | -17.6% | +13.5% | -5.2% |
| 6M | -28.7% | -54.4% | +25.7% | -22.0% |
| YTD | -4.0% | -55.7% | +51.7% | +5.1% |
| 1Y | +17.4% | -71.0% | +88.5% | +38.3% |
| All | +17.4% | -71.9% | +89.3% | +38.3% |
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