-87.9%
OPEN vs WCC
+742.6%
-830.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -7.1% |
| 7D | -24.7% | -9.9% | -14.8% | -21.4% |
| 30D | -41.0% | -13.4% | -27.6% | -37.5% |
| 3M | -62.4% | -13.5% | -48.9% | -60.4% |
| 6M | -73.9% | -10.6% | -63.2% | -73.5% |
| YTD | -77.5% | +30.1% | -107.6% | -82.3% |
| 1Y | -83.6% | +22.3% | -105.9% | -86.5% |
| 3Y | -37.0% | +130.3% | -167.3% | -65.5% |
| 5Y | -93.3% | +144.5% | -237.8% | -96.5% |
| All | -87.9% | +742.6% | -830.5% | -94.2% |
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