+404.3%
AGI vs LCID
-97.8%
+502.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.8% | +9.1% | +1.7% |
| 7D | +2.2% | -9.3% | +11.6% | +2.6% |
| 30D | +11.3% | -35.4% | +46.7% | +13.3% |
| 3M | +5.6% | -17.1% | +22.7% | +5.4% |
| 6M | -27.7% | -58.9% | +31.3% | -25.5% |
| YTD | -4.1% | -59.6% | +55.5% | -1.3% |
| 1Y | +13.8% | -78.0% | +91.8% | +19.8% |
| 3Y | +217.0% | -92.7% | +309.7% | +238.9% |
| 5Y | +404.3% | -97.8% | +502.2% | +526.0% |
| All | +404.3% | -97.8% | +502.1% | +526.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling