+420.1%
CORZ vs OPEN
-10.5%
+430.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +8.4% | -4.3% | +12.6% | +8.9% |
| 30D | -17.8% | -16.2% | -1.6% | -16.2% |
| 3M | -35.9% | -36.4% | +0.5% | -32.8% |
| 6M | +12.9% | -35.5% | +48.4% | +17.9% |
| YTD | +22.9% | -46.0% | +68.8% | +30.1% |
| 1Y | +31.4% | -47.1% | +78.5% | +33.2% |
| All | +420.1% | -10.5% | +430.6% | +373.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling