+185.0%
CSCO vs OPEN
-70.7%
+255.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | -0.7% | -4.3% | +3.6% | -0.5% |
| 30D | -10.1% | -16.2% | +6.1% | -9.6% |
| 3M | -15.7% | -36.4% | +20.7% | -14.4% |
| 6M | +36.3% | -35.5% | +71.7% | +38.0% |
| YTD | +43.8% | -46.0% | +89.8% | +46.3% |
| 1Y | +63.9% | -47.1% | +111.1% | +64.4% |
| 3Y | +104.4% | -19.0% | +123.4% | +91.2% |
| 5Y | +111.4% | -83.6% | +194.9% | +96.0% |
| All | +185.0% | -70.7% | +255.7% | +155.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling