Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OPCH vs SPY✓SelectedUSD · SPYOPCH vs SPY performance historyLatest closeAs of-1.02%09/04
Stock and ETF performance explorer

OPCH vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-51.6%
SPY return
+1,848.9%
Excess return
-1,900.4%
Maximum drawdown
-95.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-1.0%-0.4%-0.6%-0.7%
7D+1.3%+0.1%+1.2%+1.2%
30D+2.2%+0.1%+2.1%+2.1%
3M+20.6%+2.0%+18.6%+18.1%
6M-21.2%+13.0%-34.2%-29.3%
YTD-24.0%+13.5%-37.6%-32.2%
1Y-15.9%+20.0%-35.8%-28.3%
3Y-30.0%+77.2%-107.2%-57.4%
5Y-13.1%+81.9%-95.0%-48.1%
10Y+129.3%+314.1%-184.8%-25.1%
All-51.6%+1,848.9%-1,900.4%-96.6%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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