+97.5%
CSCO vs OPEN
-42.5%
+140.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.6% | -2.6% | -6.1% |
| 7D | +1.9% | -15.0% | +16.9% | +2.4% |
| 30D | -15.8% | -40.2% | +24.4% | -14.7% |
| 3M | -15.4% | -67.4% | +52.0% | -12.9% |
| 6M | -5.4% | -74.0% | +68.6% | -2.1% |
| YTD | +26.5% | -79.6% | +106.0% | +31.3% |
| 1Y | +25.9% | -86.1% | +112.0% | +31.7% |
| 3Y | +97.5% | -41.4% | +138.9% | +71.3% |
| All | +97.5% | -42.5% | +140.1% | +71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling