+298.6%
AGI vs LCID
-95.9%
+394.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.7% |
| 7D | -2.7% | -9.8% | +7.1% | -2.4% |
| 30D | +7.2% | -35.5% | +42.7% | +8.6% |
| 3M | +4.3% | -18.4% | +22.6% | +4.2% |
| 6M | -27.1% | -60.5% | +33.4% | -25.6% |
| YTD | -6.6% | -60.1% | +53.5% | -4.8% |
| 1Y | +9.5% | -78.8% | +88.3% | +13.2% |
| 3Y | +208.4% | -92.8% | +301.2% | +220.7% |
| 5Y | +401.6% | -97.9% | +499.5% | +432.8% |
| All | +298.6% | -95.9% | +394.5% | +376.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling