-95.9%
LUCD price history and return analytics
+57.4%
-153.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +2.5% |
| 7D | +3.0% | +0.4% | +2.6% | +3.2% |
| 30D | -34.5% | -2.6% | -31.9% | -32.4% |
| 3M | -56.8% | -3.2% | -53.5% | -55.2% |
| 6M | -59.4% | +0.9% | -60.4% | -59.4% |
| YTD | -61.7% | +11.3% | -73.0% | -64.9% |
| 1Y | -61.3% | +14.0% | -75.3% | -65.4% |
| 3Y | -64.0% | +75.8% | -139.8% | -78.6% |
| 5Y | -95.9% | +57.8% | -153.7% | -97.0% |
| All | -95.9% | +57.4% | -153.2% | -97.0% |
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