+8.8%
AGI vs LCID
-78.6%
+87.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.1% |
| 7D | -5.3% | -9.1% | +3.9% | -4.5% |
| 30D | +6.8% | -37.6% | +44.4% | +10.8% |
| 3M | +8.3% | -11.1% | +19.4% | +4.2% |
| 6M | -29.2% | -59.2% | +29.9% | -21.5% |
| YTD | -7.3% | -60.5% | +53.2% | +3.1% |
| All | +8.8% | -78.6% | +87.3% | +37.0% |
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