+280.2%
COP vs OPEN
-71.4%
+351.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.6% |
| 7D | -0.8% | +1.0% | -1.8% | -0.9% |
| 30D | +15.6% | -11.9% | +27.5% | +15.8% |
| 3M | +14.3% | -28.8% | +43.1% | +14.8% |
| 6M | +17.0% | -38.6% | +55.6% | +17.6% |
| YTD | +47.4% | -47.3% | +94.8% | +48.5% |
| 1Y | +52.4% | -49.2% | +101.6% | +52.5% |
| 3Y | +20.8% | -18.8% | +39.6% | +16.1% |
| 5Y | +191.7% | -83.6% | +275.3% | +178.5% |
| All | +280.2% | -71.4% | +351.6% | +237.0% |
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