-69.8%
LUCD price history and return analytics
+69.4%
-139.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.4% | -4.1% | -8.3% | -8.6% |
| 7D | -9.7% | -4.2% | -5.6% | -5.6% |
| 30D | -35.0% | -5.8% | -29.2% | -31.1% |
| 3M | -61.0% | -5.2% | -55.8% | -58.8% |
| 6M | -64.2% | +0.1% | -64.3% | -63.8% |
| YTD | -64.2% | +8.2% | -72.5% | -65.9% |
| 1Y | -64.2% | +10.1% | -74.3% | -66.4% |
| All | -69.8% | +69.4% | -139.1% | -82.5% |
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