+184.9%
CSCO vs OPEN
-71.4%
+256.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.1% |
| 7D | -0.5% | +1.0% | -1.5% | -0.6% |
| 30D | -10.1% | -11.9% | +1.8% | -9.7% |
| 3M | -11.7% | -28.8% | +17.0% | -10.8% |
| 6M | +40.1% | -38.6% | +78.7% | +42.2% |
| YTD | +43.8% | -47.3% | +91.1% | +46.4% |
| 1Y | +66.6% | -49.2% | +115.8% | +67.5% |
| 3Y | +108.5% | -18.8% | +127.3% | +95.0% |
| 5Y | +114.0% | -83.6% | +197.6% | +98.5% |
| All | +184.9% | -71.4% | +256.3% | +156.0% |
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