+157.1%
CSCO vs OPEN
-87.8%
+244.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.1% | +6.6% | -0.2% |
| 7D | -4.7% | -24.7% | +20.0% | -3.7% |
| 30D | -17.1% | -41.0% | +23.9% | -15.6% |
| 3M | -19.6% | -62.4% | +42.7% | -16.8% |
| 6M | +2.4% | -73.9% | +76.3% | +7.2% |
| YTD | +29.8% | -77.5% | +107.3% | +36.1% |
| 1Y | +38.7% | -83.6% | +122.2% | +46.8% |
| 3Y | +101.3% | -37.0% | +138.4% | +89.0% |
| 5Y | +94.8% | -93.3% | +188.1% | +86.8% |
| All | +157.1% | -87.8% | +244.9% | +138.0% |
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 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