-70.8%
OPEN vs WCC
+833.7%
-904.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.2% | -1.6% |
| 7D | -4.3% | +4.5% | -8.7% | -6.7% |
| 30D | -16.2% | -5.8% | -10.4% | -13.5% |
| 3M | -36.4% | -3.7% | -32.7% | -35.9% |
| 6M | -35.5% | +23.1% | -58.5% | -45.3% |
| YTD | -46.0% | +44.2% | -90.1% | -58.6% |
| 1Y | -47.1% | +62.1% | -109.2% | -62.2% |
| 3Y | -19.0% | +121.1% | -140.1% | -53.4% |
| 5Y | -83.6% | +214.0% | -297.5% | -91.8% |
| All | -70.8% | +833.7% | -904.6% | -86.5% |
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