-94.7%
OPEN vs COO
-40.4%
-54.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.4% | -4.4% |
| 7D | -15.0% | +0.5% | -15.5% | -15.4% |
| 30D | -40.2% | +14.2% | -54.4% | -47.0% |
| 3M | -67.4% | -18.2% | -49.2% | -60.3% |
| 6M | -74.0% | +5.3% | -79.4% | -76.8% |
| YTD | -79.6% | -23.6% | -56.0% | -73.8% |
| 1Y | -86.1% | -12.7% | -73.4% | -84.9% |
| 3Y | -41.4% | -24.2% | -17.2% | -34.5% |
| All | -94.7% | -40.4% | -54.4% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling