+167.2%
CSCO vs OPEN
-88.5%
+255.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.5% | +10.8% | +1.6% |
| 7D | +6.6% | -31.0% | +37.6% | +8.0% |
| 30D | -11.3% | -41.5% | +30.1% | -9.7% |
| 3M | -17.3% | -64.6% | +47.3% | -14.3% |
| 6M | +3.5% | -73.8% | +77.3% | +8.4% |
| YTD | +34.9% | -78.8% | +113.7% | +41.8% |
| 1Y | +40.5% | -86.8% | +127.3% | +49.9% |
| 3Y | +109.3% | -40.6% | +149.9% | +96.9% |
| 5Y | +105.9% | -94.7% | +200.5% | +98.2% |
| All | +167.2% | -88.5% | +255.8% | +147.9% |
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