+53.2%
AGNC vs LCID
-95.9%
+149.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.5% |
| 7D | -4.7% | -9.8% | +5.1% | -4.0% |
| 30D | -5.7% | -35.5% | +29.8% | -2.8% |
| 3M | +1.9% | -18.4% | +20.2% | +2.2% |
| 6M | +1.8% | -60.5% | +62.3% | +7.2% |
| YTD | +3.4% | -60.1% | +63.5% | +8.4% |
| 1Y | +13.6% | -78.8% | +92.4% | +24.0% |
| 3Y | +60.4% | -92.8% | +153.1% | +81.5% |
| 5Y | +27.0% | -97.9% | +124.9% | +50.1% |
| All | +53.2% | -95.9% | +149.1% | +83.2% |
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