+283.7%
COR vs OPEN
-70.7%
+354.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | +2.8% | -4.3% | +7.0% | +2.8% |
| 30D | +4.5% | -16.2% | +20.8% | +4.5% |
| 3M | +22.7% | -36.4% | +59.0% | +22.6% |
| 6M | -9.7% | -35.5% | +25.7% | -9.8% |
| YTD | -1.4% | -46.0% | +44.5% | -1.5% |
| 1Y | +13.9% | -47.1% | +61.1% | +13.7% |
| 3Y | +94.0% | -19.0% | +113.0% | +92.6% |
| 5Y | +184.0% | -83.6% | +267.6% | +181.4% |
| All | +283.7% | -70.7% | +354.4% | +264.1% |
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