+60.7%
COP vs OPEN
-72.7%
+133.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +13.8% | -19.0% | -4.5% |
| 7D | -8.1% | +3.7% | -11.8% | -7.8% |
| 30D | +6.7% | -14.3% | +20.9% | +6.4% |
| 3M | +16.9% | -51.9% | +68.8% | +14.9% |
| 6M | +11.2% | -61.4% | +72.6% | +9.4% |
| YTD | +49.5% | -66.0% | +115.6% | +47.1% |
| 1Y | +60.7% | -71.4% | +132.1% | +57.7% |
| All | +60.7% | -72.7% | +133.4% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling