+1,295.1%
LSCC vs AGI
+4,416.0%
-3,120.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.8% | +13.1% | +10.6% |
| 7D | +14.5% | 0.0% | +14.5% | +14.4% |
| 30D | -0.1% | -7.6% | +7.6% | +0.6% |
| 3M | -2.7% | -10.2% | +7.6% | -1.9% |
| 6M | -4.8% | -31.5% | +26.7% | -2.0% |
| YTD | +66.9% | -22.0% | +88.9% | +69.6% |
| 1Y | +85.8% | -7.9% | +93.7% | +86.3% |
| 3Y | +115.6% | +137.6% | -22.0% | +99.3% |
| 5Y | +48.8% | +256.7% | -207.9% | +32.9% |
| 10Y | +1,490.3% | +405.2% | +1,085.1% | +1,236.9% |
| All | +1,295.1% | +4,416.0% | -3,120.9% | +960.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling