+25.5%
LSCC vs AGI
+310.5%
-285.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.4% | +4.7% | +6.5% |
| 7D | +13.0% | +16.0% | -3.0% | +8.2% |
| 30D | -19.8% | +1.0% | -20.8% | -20.2% |
| 3M | -18.4% | +2.5% | -20.9% | -19.5% |
| 6M | -16.1% | -24.0% | +7.9% | -10.8% |
| YTD | +42.7% | -17.2% | +60.0% | +47.1% |
| 1Y | +68.0% | +4.9% | +63.1% | +62.8% |
| 3Y | +85.8% | +142.6% | -56.7% | +35.5% |
| All | +25.5% | +310.5% | -285.0% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling