+145.9%
CSCO vs OPEN
-87.0%
+232.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -1.1% |
| 7D | -10.2% | -22.2% | +12.0% | -9.4% |
| 30D | -20.1% | -38.3% | +18.3% | -18.7% |
| 3M | -22.1% | -59.4% | +37.3% | -19.6% |
| 6M | +3.2% | -74.4% | +77.6% | +8.1% |
| YTD | +24.1% | -76.0% | +100.1% | +29.8% |
| 1Y | +34.6% | -78.7% | +113.2% | +41.0% |
| 3Y | +90.0% | -30.0% | +120.0% | +77.6% |
| 5Y | +88.6% | -93.7% | +182.3% | +80.7% |
| All | +145.9% | -87.0% | +232.8% | +127.0% |
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