-41.6%
ORCL vs OPEN
-86.7%
+45.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.3% | -0.4% |
| 7D | +8.0% | -15.0% | +23.0% | +12.4% |
| 30D | -4.0% | -40.2% | +36.2% | +7.9% |
| 3M | -19.5% | -67.4% | +47.9% | +7.2% |
| 6M | -33.5% | -74.0% | +40.5% | -5.9% |
| YTD | -34.8% | -79.6% | +44.8% | -5.5% |
| 1Y | -41.6% | -86.1% | +44.5% | -14.3% |
| All | -41.6% | -86.7% | +45.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling