+322.1%
CORZ vs OPEN
-66.2%
+388.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.4% |
| 7D | +23.5% | -15.0% | +38.5% | +25.7% |
| 30D | +7.5% | -40.2% | +47.7% | +13.2% |
| 3M | -26.6% | -67.4% | +40.8% | -17.1% |
| 6M | -39.5% | -74.0% | +34.5% | -30.2% |
| YTD | -0.3% | -79.6% | +79.3% | +17.2% |
| 1Y | -4.2% | -86.1% | +81.9% | +16.0% |
| All | +322.1% | -66.2% | +388.3% | +326.7% |
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