-30.0%
OPEN vs LCID
-93.0%
+63.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +10.4% | -32.2% | -25.3% |
| 7D | -22.2% | +8.9% | -31.2% | -25.1% |
| 30D | -38.3% | -15.4% | -22.9% | -35.3% |
| 3M | -59.4% | -52.9% | -6.5% | -48.5% |
| 6M | -74.4% | -46.8% | -27.5% | -70.2% |
| YTD | -76.0% | -68.9% | -7.1% | -66.8% |
| 1Y | -78.7% | -81.7% | +3.0% | -64.5% |
| 3Y | -30.0% | -92.4% | +62.4% | +62.1% |
| All | -30.0% | -93.0% | +63.0% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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