+157.8%
AJG vs LCID
-95.5%
+253.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -3.0% | -4.0% |
| 7D | -3.8% | +1.8% | -5.5% | -3.8% |
| 30D | +1.6% | -34.2% | +35.8% | +2.4% |
| 3M | +18.6% | -9.1% | +27.8% | +18.5% |
| 6M | +10.9% | -52.6% | +63.5% | +12.1% |
| YTD | -2.0% | -56.2% | +54.2% | -0.8% |
| 1Y | -14.9% | -74.9% | +59.9% | -13.1% |
| 3Y | +13.4% | -92.1% | +105.5% | +17.6% |
| 5Y | +83.2% | -97.6% | +180.8% | +96.4% |
| All | +157.8% | -95.5% | +253.3% | +198.7% |
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