+1,351.6%
LSCC vs AGI
+389.5%
+962.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.4% |
| 7D | +7.0% | -10.1% | +17.1% | +8.4% |
| 30D | -2.3% | -6.5% | +4.2% | -1.6% |
| 3M | -12.5% | -12.8% | +0.3% | -11.2% |
| 6M | -10.6% | -34.3% | +23.7% | -6.4% |
| YTD | +52.7% | -25.6% | +78.3% | +57.3% |
| 1Y | +74.0% | -14.2% | +88.2% | +76.7% |
| 3Y | +104.8% | +127.3% | -22.5% | +88.0% |
| 5Y | +36.2% | +241.8% | -205.5% | +20.6% |
| All | +1,351.6% | +389.5% | +962.0% | +1,201.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling