+132.2%
COP vs OPEN
-94.8%
+227.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +1.6% |
| 7D | +4.4% | -15.0% | +19.4% | +4.6% |
| 30D | 0.0% | -40.2% | +40.2% | +0.5% |
| 3M | +15.0% | -67.4% | +82.4% | +16.8% |
| 6M | +22.0% | -74.0% | +96.0% | +24.1% |
| YTD | +55.3% | -79.6% | +134.9% | +58.5% |
| 1Y | +64.1% | -86.1% | +150.2% | +68.6% |
| 3Y | +34.1% | -41.4% | +75.4% | +27.6% |
| All | +132.2% | -94.8% | +227.1% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling