+216.6%
SCHW vs OPEN
-74.0%
+290.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.4% | +1.1% |
| 7D | -2.8% | -10.5% | +7.8% | -2.2% |
| 30D | -0.1% | -21.8% | +21.7% | +1.2% |
| 3M | +20.6% | -37.5% | +58.1% | +23.3% |
| 6M | +15.9% | -44.1% | +60.1% | +18.9% |
| YTD | +8.5% | -52.0% | +60.5% | +11.8% |
| 1Y | +17.8% | -52.2% | +70.1% | +18.7% |
| 3Y | +88.5% | -25.9% | +114.5% | +71.4% |
| 5Y | +60.6% | -85.1% | +145.7% | +46.3% |
| All | +216.6% | -74.0% | +290.6% | +172.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling