-78.4%
OPEN vs LCID
-95.4%
+17.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | 0.0% |
| 7D | -4.3% | -6.6% | +2.3% | -1.9% |
| 30D | -16.2% | -30.1% | +13.9% | -4.9% |
| 3M | -36.4% | -17.6% | -18.8% | -35.4% |
| 6M | -35.5% | -54.4% | +19.0% | -19.8% |
| YTD | -46.0% | -55.7% | +9.8% | -32.7% |
| 1Y | -47.1% | -71.0% | +23.9% | -23.0% |
| 3Y | -19.0% | -92.6% | +73.6% | +71.5% |
| 5Y | -83.6% | -97.6% | +14.0% | -50.4% |
| All | -78.4% | -95.4% | +17.0% | -29.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling