-90.1%
LCID vs TRU
+57.9%
-147.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +5.4% |
| 7D | +24.8% | +4.6% | +20.3% | +21.8% |
| 30D | -0.5% | +25.4% | -26.0% | -12.5% |
| 3M | -43.0% | +4.0% | -46.9% | -44.8% |
| 6M | -40.5% | +14.5% | -55.0% | -45.2% |
| YTD | -64.3% | -3.7% | -60.6% | -64.5% |
| 1Y | -78.1% | +2.8% | -80.8% | -78.9% |
| 3Y | -90.1% | +58.5% | -148.6% | -93.3% |
| All | -90.1% | +57.9% | -147.9% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling