-99.1%
LCID vs TRU
-26.3%
-72.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +5.5% |
| 7D | +24.8% | +4.6% | +20.3% | +21.4% |
| 30D | -0.5% | +25.4% | -26.0% | -14.2% |
| 3M | -43.0% | +4.0% | -46.9% | -45.2% |
| 6M | -40.5% | +14.5% | -55.0% | -46.1% |
| YTD | -64.3% | -3.7% | -60.6% | -64.6% |
| 1Y | -78.1% | +2.8% | -80.8% | -79.1% |
| 3Y | -90.1% | +58.5% | -148.6% | -93.6% |
| 5Y | -99.1% | -25.0% | -74.0% | -99.0% |
| All | -99.1% | -26.3% | -72.7% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling