+113.0%
COP vs OPEN
-93.8%
+206.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -21.8% | +22.4% | +0.9% |
| 7D | -11.5% | -22.2% | +10.7% | -11.3% |
| 30D | +5.0% | -38.3% | +43.3% | +5.6% |
| 3M | +17.5% | -59.4% | +76.8% | +18.9% |
| 6M | +16.2% | -74.4% | +90.6% | +18.4% |
| YTD | +48.8% | -76.0% | +124.8% | +51.5% |
| 1Y | +64.1% | -78.7% | +142.8% | +67.2% |
| 3Y | +25.7% | -30.0% | +55.7% | +19.3% |
| All | +113.0% | -93.8% | +206.8% | +109.6% |
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