+309.9%
AGI vs LCID
-95.4%
+405.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.0% |
| 7D | +0.6% | -6.6% | +7.2% | +0.8% |
| 30D | +18.2% | -30.1% | +48.4% | +19.4% |
| 3M | -4.1% | -17.6% | +13.5% | -4.2% |
| 6M | -28.7% | -54.4% | +25.7% | -27.5% |
| YTD | -4.0% | -55.7% | +51.7% | -2.4% |
| 1Y | +17.4% | -71.0% | +88.5% | +20.5% |
| 3Y | +203.0% | -92.6% | +295.7% | +214.5% |
| 5Y | +376.7% | -97.6% | +474.3% | +404.9% |
| All | +309.9% | -95.4% | +405.3% | +388.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling