-86.9%
OPEN vs LDOS
+48.1%
-135.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -0.1% |
| 7D | -21.7% | -5.8% | -15.8% | -19.9% |
| 30D | -36.5% | +11.6% | -48.1% | -38.7% |
| 3M | -59.5% | -1.0% | -58.5% | -59.5% |
| 6M | -71.9% | +5.1% | -76.9% | -72.5% |
| YTD | -75.8% | -24.0% | -51.8% | -73.5% |
| 1Y | -78.5% | -30.3% | -48.2% | -75.7% |
| 3Y | -30.2% | +37.0% | -67.2% | -40.1% |
| 5Y | -93.3% | +53.4% | -146.6% | -94.5% |
| All | -86.9% | +48.1% | -135.0% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling