+128.4%
AGI vs LCID
-91.4%
+219.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -11.3% | +7.1% | -3.4% |
| 7D | -7.5% | +9.2% | -16.7% | -8.1% |
| 30D | -9.9% | -3.0% | -6.9% | -9.9% |
| 3M | -14.2% | -50.2% | +36.1% | -11.1% |
| 6M | -35.2% | -45.8% | +10.6% | -34.0% |
| YTD | -25.2% | -69.2% | +44.0% | -21.5% |
| 1Y | -14.3% | -80.4% | +66.1% | -8.2% |
| All | +128.4% | -91.4% | +219.8% | +152.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling