+136.9%
ORCL vs OPEN
-87.0%
+223.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.8% | +22.6% | +2.1% |
| 7D | -11.2% | -22.2% | +11.1% | -10.1% |
| 30D | -18.8% | -38.3% | +19.5% | -16.8% |
| 3M | -18.8% | -59.4% | +40.6% | -14.9% |
| 6M | -39.7% | -74.4% | +34.6% | -35.4% |
| YTD | -39.6% | -76.0% | +36.3% | -35.3% |
| 1Y | -51.7% | -78.7% | +26.9% | -48.2% |
| 3Y | +10.2% | -30.0% | +40.2% | +2.1% |
| 5Y | +30.8% | -93.7% | +124.6% | +22.8% |
| All | +136.9% | -87.0% | +223.9% | +108.2% |
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 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