-72.2%
OPEN vs WCC
+844.5%
-916.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.5% |
| 7D | -2.9% | +6.8% | -9.7% | -6.7% |
| 30D | -13.8% | -3.0% | -10.8% | -12.6% |
| 3M | -30.9% | +0.2% | -31.1% | -32.1% |
| 6M | -40.9% | +33.2% | -74.1% | -52.3% |
| YTD | -48.5% | +45.8% | -94.4% | -60.8% |
| 1Y | -50.9% | +68.4% | -119.3% | -65.7% |
| 3Y | -20.6% | +131.1% | -151.8% | -55.4% |
| 5Y | -84.2% | +225.6% | -309.8% | -92.2% |
| All | -72.2% | +844.5% | -916.7% | -87.2% |
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