+1,217.0%
LSCC vs AGI
+5,459.2%
-4,242.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +2.2% |
| 7D | +1.3% | +0.6% | +0.7% | +1.2% |
| 30D | -9.7% | +18.2% | -27.9% | -11.1% |
| 3M | -23.7% | -4.1% | -19.6% | -23.6% |
| 6M | +26.5% | -28.7% | +55.2% | +29.7% |
| YTD | +57.5% | -4.0% | +61.5% | +57.4% |
| 1Y | +75.7% | +17.4% | +58.3% | +72.5% |
| 3Y | +19.5% | +203.0% | -183.6% | +8.2% |
| 5Y | +83.8% | +376.7% | -292.9% | +60.3% |
| 10Y | +1,772.4% | +407.5% | +1,364.9% | +1,465.2% |
| All | +1,217.0% | +5,459.2% | -4,242.1% | +884.4% |
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