+317.0%
COR vs OPEN
-88.9%
+405.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.6% | +6.6% | +3.0% |
| 7D | +7.8% | -15.0% | +22.8% | +7.9% |
| 30D | +7.0% | -40.2% | +47.2% | +7.1% |
| 3M | +16.3% | -67.4% | +83.7% | +16.3% |
| 6M | +41.3% | -74.0% | +115.3% | +41.3% |
| YTD | +7.1% | -79.6% | +86.7% | +7.1% |
| 1Y | -0.8% | -86.1% | +85.3% | -0.8% |
| 3Y | +85.0% | -41.4% | +126.4% | +83.4% |
| 5Y | +203.9% | -94.9% | +298.7% | +200.9% |
| All | +317.0% | -88.9% | +405.9% | +295.8% |
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