+305.0%
COR vs OPEN
-88.5%
+393.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.5% | +9.4% | -0.1% |
| 7D | +2.9% | -31.0% | +33.9% | +2.9% |
| 30D | +5.8% | -41.5% | +47.3% | +5.9% |
| 3M | +11.4% | -64.6% | +76.0% | +11.4% |
| 6M | +34.5% | -73.8% | +108.2% | +34.5% |
| YTD | +4.1% | -78.8% | +82.9% | +4.1% |
| 1Y | -3.1% | -86.8% | +83.7% | -3.1% |
| 3Y | +80.9% | -40.6% | +121.5% | +79.4% |
| 5Y | +195.1% | -94.7% | +289.8% | +192.2% |
| All | +305.0% | -88.5% | +393.5% | +284.4% |
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 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