+217.5%
AGI vs LCID
-97.1%
+314.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.2% | +8.7% | -0.2% |
| 7D | -10.1% | -10.2% | +0.1% | -9.8% |
| 30D | -6.5% | -10.2% | +3.6% | -6.3% |
| 3M | -12.8% | -54.1% | +41.3% | -10.9% |
| 6M | -34.3% | -53.8% | +19.5% | -33.2% |
| YTD | -25.6% | -72.0% | +46.4% | -23.4% |
| 1Y | -14.2% | -80.5% | +66.3% | -11.0% |
| 3Y | +127.3% | -92.6% | +219.8% | +137.7% |
| 5Y | +241.8% | -99.3% | +341.1% | +258.3% |
| All | +217.5% | -97.1% | +314.6% | +283.4% |
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 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