+230.4%
COF vs OPEN
-74.0%
+304.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.6% |
| 7D | -5.1% | -11.4% | +6.3% | -4.2% |
| 30D | -6.0% | -20.1% | +14.0% | -4.4% |
| 3M | +14.8% | -37.6% | +52.4% | +18.8% |
| 6M | +15.3% | -47.1% | +62.4% | +20.4% |
| YTD | -13.0% | -52.1% | +39.1% | -8.8% |
| 1Y | -5.7% | -73.5% | +67.8% | +2.1% |
| 3Y | +118.1% | -24.4% | +142.5% | +92.8% |
| 5Y | +46.2% | -85.1% | +131.3% | +27.2% |
| All | +230.4% | -74.0% | +304.4% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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