+1,352.3%
LSCC vs AGI
+335.7%
+1,016.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.3% | +3.0% | -1.6% |
| 7D | +5.0% | +13.9% | -8.9% | +3.3% |
| 30D | -11.7% | -6.2% | -5.5% | -11.1% |
| 3M | -13.3% | -6.9% | -6.4% | -12.7% |
| 6M | -12.5% | -28.7% | +16.2% | -9.4% |
| YTD | +51.2% | -19.8% | +71.0% | +54.4% |
| 1Y | +65.9% | -4.8% | +70.7% | +66.5% |
| 3Y | +95.3% | +144.3% | -49.0% | +77.9% |
| 5Y | +38.6% | +277.2% | -238.6% | +21.6% |
| 10Y | +1,352.3% | +365.9% | +986.5% | +1,204.1% |
| All | +1,352.3% | +335.7% | +1,016.7% | +1,204.1% |
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