+34.5%
ORCL vs OPEN
-93.7%
+128.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.1% | +5.6% | -1.0% |
| 7D | -6.5% | -24.7% | +18.2% | -5.0% |
| 30D | -16.6% | -41.0% | +24.4% | -13.8% |
| 3M | -21.6% | -62.4% | +40.8% | -16.7% |
| 6M | -39.4% | -73.9% | +34.5% | -34.1% |
| YTD | -38.7% | -77.5% | +38.9% | -33.1% |
| 1Y | -50.4% | -83.6% | +33.2% | -45.1% |
| 3Y | +8.1% | -37.0% | +45.1% | -2.1% |
| 5Y | +34.5% | -93.3% | +127.8% | +34.2% |
| All | +34.5% | -93.7% | +128.3% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling