+77.4%
AJG vs LCID
-97.9%
+175.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.3% |
| 7D | -8.5% | -9.1% | +0.6% | -8.3% |
| 30D | -3.8% | -37.6% | +33.8% | -2.6% |
| 3M | +10.8% | -11.1% | +21.9% | +10.7% |
| 6M | +15.6% | -59.2% | +74.8% | +17.9% |
| YTD | -5.1% | -60.5% | +55.3% | -3.3% |
| 1Y | -16.0% | -78.5% | +62.5% | -13.0% |
| 3Y | +9.7% | -92.8% | +102.6% | +16.4% |
| All | +77.4% | -97.9% | +175.3% | +102.6% |
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