+155.8%
ORCL vs OPEN
-88.9%
+244.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.3% | -1.2% |
| 7D | +8.0% | -15.0% | +23.0% | +9.0% |
| 30D | -4.0% | -40.2% | +36.2% | -1.4% |
| 3M | -19.5% | -67.4% | +47.9% | -14.5% |
| 6M | -33.5% | -74.0% | +40.5% | -28.6% |
| YTD | -34.8% | -79.6% | +44.8% | -29.5% |
| 1Y | -41.6% | -86.1% | +44.5% | -36.0% |
| 3Y | +13.8% | -41.4% | +55.1% | +6.4% |
| 5Y | +43.4% | -94.9% | +138.2% | +35.8% |
| All | +155.8% | -88.9% | +244.7% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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