+1,795.0%
LSCC vs AGI
+373.6%
+1,421.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.5% |
| 7D | +5.2% | +4.4% | +0.8% | +4.6% |
| 30D | -9.6% | +10.0% | -19.6% | -10.8% |
| 3M | -17.8% | +1.7% | -19.5% | -18.3% |
| 6M | +37.4% | -26.8% | +64.2% | +41.6% |
| YTD | +59.7% | -5.3% | +65.0% | +59.9% |
| 1Y | +76.2% | +11.5% | +64.7% | +73.4% |
| 3Y | +28.2% | +212.9% | -184.7% | +13.7% |
| 5Y | +87.2% | +388.8% | -301.6% | +60.6% |
| 10Y | +1,795.0% | +383.6% | +1,411.4% | +1,584.2% |
| All | +1,795.0% | +373.6% | +1,421.4% | +1,584.2% |
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