+58.7%
AGNC vs LCID
-95.8%
+154.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.8% | +6.2% | -1.0% |
| 7D | -1.0% | -9.3% | +8.3% | -0.4% |
| 30D | -1.2% | -35.4% | +34.2% | +1.8% |
| 3M | +5.4% | -17.1% | +22.5% | +5.6% |
| 6M | +6.7% | -58.9% | +65.7% | +12.0% |
| YTD | +7.1% | -59.6% | +66.7% | +12.2% |
| 1Y | +16.3% | -78.0% | +94.3% | +26.6% |
| 3Y | +68.5% | -92.7% | +161.1% | +90.4% |
| 5Y | +31.4% | -97.8% | +129.2% | +55.2% |
| All | +58.7% | -95.8% | +154.5% | +89.5% |
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