+313.1%
GOOGL vs OPEN
-87.3%
+400.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | +1.8% |
| 7D | +1.6% | -31.1% | +32.6% | +4.5% |
| 30D | -16.8% | -34.7% | +17.9% | -14.2% |
| 3M | -14.6% | -61.9% | +47.3% | -8.1% |
| 6M | -24.4% | -71.9% | +47.5% | -16.9% |
| YTD | -6.1% | -76.6% | +70.5% | +4.0% |
| 1Y | +1.0% | -83.9% | +84.9% | +14.8% |
| 3Y | +123.4% | -34.4% | +157.8% | +93.9% |
| 5Y | +103.2% | -93.9% | +197.2% | +97.2% |
| All | +313.1% | -87.3% | +400.4% | +259.1% |
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