-71.6%
OPEN vs COO
-10.0%
-61.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | +0.1% |
| 7D | +1.0% | -2.3% | +3.3% | +3.2% |
| 30D | -11.9% | -8.8% | -3.1% | -4.1% |
| 3M | -28.8% | +1.3% | -30.1% | -30.4% |
| 6M | -38.6% | -11.6% | -27.0% | -32.7% |
| YTD | -47.3% | -17.4% | -29.9% | -37.9% |
| 1Y | -49.2% | -1.6% | -47.6% | -50.6% |
| 3Y | -18.8% | -22.6% | +3.9% | -5.1% |
| 5Y | -83.6% | -40.3% | -43.3% | -76.6% |
| All | -71.6% | -10.0% | -61.6% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling