+241.9%
CORZ vs OPEN
-60.2%
+302.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -21.8% | +25.1% | +5.8% |
| 7D | -11.2% | -22.2% | +11.0% | -9.3% |
| 30D | -26.2% | -38.3% | +12.1% | -22.5% |
| 3M | -44.1% | -59.4% | +15.2% | -38.5% |
| 6M | -52.3% | -74.4% | +22.1% | -44.9% |
| YTD | -19.2% | -76.0% | +56.8% | -6.7% |
| 1Y | -42.9% | -78.7% | +35.8% | -33.8% |
| All | +241.9% | -60.2% | +302.1% | +239.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling