+305.6%
COR vs OPEN
-87.3%
+392.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.3% |
| 7D | -1.2% | -31.1% | +29.9% | -1.1% |
| 30D | +7.6% | -34.7% | +42.3% | +7.7% |
| 3M | +5.0% | -61.9% | +66.9% | +5.0% |
| 6M | +35.3% | -71.9% | +107.2% | +35.3% |
| YTD | +4.2% | -76.6% | +80.8% | +4.2% |
| 1Y | -3.4% | -83.9% | +80.5% | -3.4% |
| 3Y | +81.1% | -34.4% | +115.5% | +79.6% |
| 5Y | +195.8% | -93.9% | +289.8% | +192.9% |
| All | +305.6% | -87.3% | +392.9% | +284.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling