-31.9%
CORZ vs OPEN
-80.8%
+48.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.1% | +10.3% | +5.1% |
| 7D | -7.8% | -24.7% | +16.9% | -2.3% |
| 30D | -14.8% | -41.0% | +26.2% | -2.5% |
| 3M | -32.5% | -62.4% | +29.9% | -11.2% |
| 6M | -42.7% | -73.9% | +31.1% | -17.2% |
| YTD | -9.8% | -77.5% | +67.7% | +31.9% |
| 1Y | -31.9% | -83.6% | +51.6% | +2.7% |
| All | -31.9% | -80.8% | +48.9% | +2.7% |
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 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