-84.8%
OPENL vs SPY
+12.1%
-96.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.5% | -8.9% | -7.4% |
| 7D | -20.9% | -0.4% | -20.5% | -19.9% |
| 30D | -36.1% | -1.4% | -34.7% | -32.1% |
| 3M | -57.6% | +3.7% | -61.3% | -61.5% |
| 6M | -71.8% | +13.0% | -84.8% | -79.4% |
| YTD | -80.8% | +12.4% | -93.2% | -85.6% |
| All | -84.8% | +12.1% | -96.9% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling