+144.4%
ORCL vs OPEN
-86.9%
+231.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | +0.5% | -21.7% | +22.1% | +1.6% |
| 30D | -15.3% | -36.5% | +21.2% | -13.3% |
| 3M | -18.2% | -59.5% | +41.3% | -14.3% |
| 6M | -38.4% | -71.9% | +33.4% | -34.3% |
| YTD | -37.7% | -75.8% | +38.1% | -33.2% |
| 1Y | -49.3% | -78.5% | +29.2% | -45.5% |
| 3Y | +10.6% | -30.2% | +40.8% | +2.5% |
| 5Y | +35.5% | -93.3% | +128.8% | +27.2% |
| All | +144.4% | -86.9% | +231.3% | +114.7% |
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