-41.3%
CORZ vs OPEN
-72.7%
+31.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +13.8% | -24.2% | -13.9% |
| 7D | -14.9% | +3.7% | -18.6% | -16.1% |
| 30D | -23.1% | -14.3% | -8.8% | -20.1% |
| 3M | -44.1% | -51.9% | +7.9% | -32.1% |
| 6M | -39.5% | -61.4% | +21.9% | -23.4% |
| YTD | -12.4% | -66.0% | +53.7% | +11.2% |
| 1Y | -41.3% | -71.4% | +30.1% | -24.6% |
| All | -41.3% | -72.7% | +31.4% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling