+288.1%
COP vs OPEN
-87.3%
+375.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +1.6% |
| 7D | +0.7% | -31.1% | +31.7% | +1.1% |
| 30D | +0.2% | -34.7% | +34.9% | +0.7% |
| 3M | +10.2% | -61.9% | +72.1% | +11.6% |
| 6M | +20.1% | -71.9% | +92.0% | +22.0% |
| YTD | +50.5% | -76.6% | +127.1% | +53.2% |
| 1Y | +56.8% | -83.9% | +140.7% | +60.5% |
| 3Y | +30.3% | -34.4% | +64.7% | +24.8% |
| 5Y | +126.8% | -93.9% | +220.8% | +119.2% |
| All | +288.1% | -87.3% | +375.4% | +247.5% |
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