+1,379.1%
LSCC vs AGI
+349.0%
+1,030.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.4% | +6.1% | +8.1% |
| 7D | +19.3% | +17.4% | +1.9% | +16.8% |
| 30D | -9.6% | -0.9% | -8.7% | -9.6% |
| 3M | -12.4% | -1.6% | -10.8% | -12.4% |
| 6M | -10.5% | -24.7% | +14.2% | -7.9% |
| YTD | +54.8% | -15.3% | +70.0% | +56.9% |
| 1Y | +79.4% | +5.5% | +73.9% | +78.0% |
| 3Y | +109.6% | +154.5% | -44.9% | +89.8% |
| 5Y | +40.4% | +310.6% | -270.3% | +22.2% |
| 10Y | +1,379.1% | +362.7% | +1,016.4% | +1,219.9% |
| All | +1,379.1% | +349.0% | +1,030.1% | +1,219.9% |
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