+209.4%
COF vs OPEN
-88.9%
+298.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +1.1% |
| 7D | -3.4% | -15.0% | +11.6% | -2.1% |
| 30D | +0.4% | -40.2% | +40.6% | +4.0% |
| 3M | -12.5% | -67.4% | +54.9% | -5.0% |
| 6M | +8.3% | -74.0% | +82.3% | +19.3% |
| YTD | -18.6% | -79.6% | +61.0% | -9.1% |
| 1Y | -8.6% | -86.1% | +77.5% | +4.6% |
| 3Y | +94.7% | -41.4% | +136.0% | +73.5% |
| 5Y | +35.3% | -94.9% | +130.2% | +25.7% |
| All | +209.4% | -88.9% | +298.3% | +154.2% |
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