-94.7%
OPEN vs LCID
-99.3%
+4.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.2% | +5.6% | +0.6% |
| 7D | -15.0% | -10.2% | -4.8% | -11.3% |
| 30D | -40.2% | -10.2% | -30.0% | -38.4% |
| 3M | -67.4% | -54.1% | -13.3% | -54.6% |
| 6M | -74.0% | -53.8% | -20.3% | -66.5% |
| YTD | -79.6% | -72.0% | -7.5% | -67.8% |
| 1Y | -86.1% | -80.5% | -5.6% | -73.7% |
| 3Y | -41.4% | -92.6% | +51.2% | +41.1% |
| All | -94.7% | -99.3% | +4.6% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling