+34.6%
CSCO vs OPEN
-81.0%
+115.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -0.5% |
| 7D | -10.2% | -22.2% | +12.0% | -8.8% |
| 30D | -20.1% | -38.3% | +18.3% | -17.7% |
| 3M | -22.1% | -59.4% | +37.3% | -17.7% |
| 6M | +3.2% | -74.4% | +77.6% | +12.4% |
| YTD | +24.1% | -76.0% | +100.1% | +33.5% |
| 1Y | +34.6% | -78.7% | +113.2% | +45.3% |
| All | +34.6% | -81.0% | +115.5% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling