-56.7%
LODE price history and return analytics
+69.7%
-126.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.1% | +13.0% |
| 7D | +38.3% | -2.3% | +40.6% | +41.6% |
| 30D | -10.1% | -5.0% | -5.2% | -3.1% |
| 3M | -36.9% | -4.9% | -32.0% | -31.9% |
| 6M | -40.4% | -1.5% | -38.8% | -38.7% |
| YTD | -48.1% | +8.5% | -56.6% | -53.6% |
| 1Y | -28.0% | +11.4% | -39.4% | -37.6% |
| 3Y | -56.7% | +70.1% | -126.7% | -70.6% |
| All | -56.7% | +69.7% | -126.4% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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