+222.8%
ORCL vs OPEN
-70.7%
+293.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.4% | +3.0% |
| 7D | +5.3% | -4.3% | +9.5% | +5.5% |
| 30D | +10.0% | -16.2% | +26.2% | +11.0% |
| 3M | -32.6% | -36.4% | +3.8% | -31.0% |
| 6M | +4.9% | -35.5% | +40.4% | +7.2% |
| YTD | -17.8% | -46.0% | +28.2% | -15.5% |
| 1Y | -28.0% | -47.1% | +19.2% | -27.3% |
| 3Y | +36.0% | -19.0% | +55.0% | +24.8% |
| 5Y | +88.7% | -83.6% | +172.3% | +70.1% |
| All | +222.8% | -70.7% | +293.5% | +171.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling