+181.4%
COR vs OPEN
-93.8%
+275.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +20.0% | -1.7% |
| 7D | +0.8% | -22.2% | +23.0% | +0.9% |
| 30D | +5.1% | -38.3% | +43.5% | +5.2% |
| 3M | +2.8% | -59.4% | +62.2% | +2.9% |
| 6M | +32.5% | -74.4% | +106.9% | +32.7% |
| YTD | -0.7% | -76.0% | +75.3% | -0.5% |
| 1Y | -6.7% | -78.7% | +72.0% | -6.6% |
| 3Y | +73.7% | -30.0% | +103.7% | +71.2% |
| All | +181.4% | -93.8% | +275.1% | +188.6% |
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