-97.8%
LCID vs TRU
-36.4%
-61.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.8% | -7.0% | -7.3% |
| 7D | -9.3% | -6.5% | -2.9% | -5.6% |
| 30D | -35.4% | -2.5% | -32.9% | -34.7% |
| 3M | -17.1% | +10.4% | -27.4% | -22.2% |
| 6M | -58.9% | +1.6% | -60.6% | -59.8% |
| YTD | -59.6% | -9.7% | -49.9% | -57.9% |
| 1Y | -78.0% | -17.3% | -60.7% | -75.9% |
| 3Y | -92.7% | -1.8% | -90.9% | -93.3% |
| 5Y | -97.8% | -36.2% | -61.6% | -97.4% |
| All | -97.8% | -36.4% | -61.4% | -97.4% |
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