-86.1%
OPEN vs WCC
+22.3%
-108.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -2.0% | -3.2% |
| 7D | -15.0% | +9.9% | -24.9% | -17.1% |
| 30D | -40.2% | -8.4% | -31.8% | -39.3% |
| 3M | -67.4% | -10.3% | -57.1% | -66.7% |
| 6M | -74.0% | -10.5% | -63.5% | -73.8% |
| YTD | -79.6% | +32.2% | -111.8% | -84.8% |
| 1Y | -86.1% | +25.5% | -111.6% | -89.2% |
| All | -86.1% | +22.3% | -108.4% | -89.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling