+59.5%
SCHW vs OPEN
-85.2%
+144.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -1.9% | -11.4% | +9.6% | -1.2% |
| 30D | -1.6% | -20.1% | +18.4% | -0.4% |
| 3M | +21.3% | -37.6% | +58.8% | +24.3% |
| 6M | +16.5% | -47.1% | +63.5% | +20.2% |
| YTD | +8.4% | -52.1% | +60.6% | +12.1% |
| 1Y | +15.6% | -73.5% | +89.1% | +22.7% |
| 3Y | +86.8% | -24.4% | +111.2% | +67.1% |
| All | +59.5% | -85.2% | +144.7% | +42.2% |
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