+112.0%
ROST vs OPEN
-84.0%
+196.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.2% |
| 7D | +0.2% | +1.0% | -0.8% | +0.2% |
| 30D | -10.0% | -11.9% | +1.9% | -9.3% |
| 3M | +1.2% | -28.8% | +30.0% | +3.0% |
| 6M | +8.9% | -38.6% | +47.5% | +11.5% |
| YTD | +28.1% | -47.3% | +75.4% | +31.8% |
| 1Y | +53.0% | -49.2% | +102.1% | +53.4% |
| 3Y | +97.9% | -18.8% | +116.6% | +74.7% |
| 5Y | +112.0% | -83.6% | +195.6% | +96.9% |
| All | +112.0% | -84.0% | +196.0% | +96.9% |
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 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