-89.0%
OPEN vs WCC
+756.1%
-845.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -2.0% | -2.7% |
| 7D | -15.0% | +9.9% | -24.9% | -19.5% |
| 30D | -40.2% | -8.4% | -31.8% | -38.7% |
| 3M | -67.4% | -10.3% | -57.1% | -66.4% |
| 6M | -74.0% | -10.5% | -63.5% | -73.7% |
| YTD | -79.6% | +32.2% | -111.8% | -84.0% |
| 1Y | -86.1% | +25.5% | -111.6% | -88.8% |
| 3Y | -41.4% | +134.7% | -176.1% | -68.2% |
| 5Y | -94.9% | +139.9% | -234.8% | -97.3% |
| All | -89.0% | +756.1% | -845.1% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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