-86.9%
OPEN vs COO
-15.0%
-72.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | -1.6% |
| 7D | -21.7% | +4.3% | -26.0% | -24.0% |
| 30D | -36.5% | +17.6% | -54.1% | -44.8% |
| 3M | -59.5% | -13.9% | -45.7% | -53.9% |
| 6M | -71.9% | +6.6% | -78.4% | -74.7% |
| YTD | -75.8% | -22.0% | -53.8% | -70.2% |
| 1Y | -78.5% | -8.8% | -69.7% | -77.6% |
| 3Y | -30.2% | -21.5% | -8.7% | -22.1% |
| 5Y | -93.3% | -41.0% | -52.3% | -90.3% |
| All | -86.9% | -15.0% | -72.0% | -83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling