-92.0%
LUCD price history and return analytics
+71.0%
-163.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -5.1% | +0.4% | -5.6% | -5.6% |
| 30D | -6.0% | +1.0% | -7.0% | -6.9% |
| 3M | -7.8% | +2.4% | -10.2% | -9.8% |
| 6M | -35.2% | +12.0% | -47.2% | -41.3% |
| YTD | -13.8% | +15.3% | -29.1% | -24.1% |
| 1Y | -31.9% | +22.6% | -54.5% | -43.1% |
| 3Y | -39.7% | +74.7% | -114.4% | -64.1% |
| All | -92.0% | +71.0% | -163.0% | -94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling