-48.7%
CORZ vs OPEN
-65.1%
+16.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -9.6% | -1.2% | -7.8% |
| 7D | -21.1% | -5.8% | -15.3% | -19.4% |
| 30D | -31.8% | -21.1% | -10.6% | -25.6% |
| 3M | -47.7% | -52.4% | +4.7% | -31.5% |
| 6M | -48.7% | -65.8% | +17.1% | -24.8% |
| All | -48.7% | -65.1% | +16.4% | -24.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling