+69.6%
LSCC vs AGI
-1.1%
+70.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +10.8% | -9.5% | -2.2% |
| 7D | +3.0% | -5.3% | +8.2% | +4.6% |
| 30D | -19.3% | -7.1% | -12.1% | -17.5% |
| 3M | -22.3% | +4.4% | -26.7% | -24.3% |
| 6M | -14.6% | -23.0% | +8.4% | -7.9% |
| YTD | +45.8% | -22.0% | +67.8% | +55.3% |
| 1Y | +69.6% | +0.3% | +69.3% | +62.3% |
| All | +69.6% | -1.1% | +70.7% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling