-87.0%
OPEN vs WCC
+678.7%
-765.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +2.2% | -24.0% | -23.0% |
| 7D | -22.2% | -14.7% | -7.5% | -16.3% |
| 30D | -38.3% | -20.1% | -18.3% | -31.7% |
| 3M | -59.4% | -21.2% | -38.2% | -54.9% |
| 6M | -74.4% | -19.2% | -55.2% | -72.5% |
| YTD | -76.0% | +20.2% | -96.2% | -80.2% |
| 1Y | -78.7% | +14.5% | -93.1% | -81.8% |
| 3Y | -30.0% | +115.1% | -145.1% | -60.1% |
| 5Y | -93.7% | +121.5% | -215.2% | -96.6% |
| All | -87.0% | +678.7% | -765.7% | -93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling