+512.5%
CAH vs OPEN
-88.5%
+601.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.5% | +9.8% | +0.3% |
| 7D | +3.9% | -31.0% | +34.9% | +3.9% |
| 30D | +16.0% | -41.5% | +57.5% | +16.1% |
| 3M | +19.1% | -64.6% | +83.7% | +19.3% |
| 6M | +53.0% | -73.8% | +126.8% | +53.4% |
| YTD | +36.6% | -78.8% | +115.4% | +36.9% |
| 1Y | +37.4% | -86.8% | +124.2% | +37.9% |
| 3Y | +178.8% | -40.6% | +219.5% | +174.7% |
| 5Y | +498.6% | -94.7% | +593.2% | +498.8% |
| All | +512.5% | -88.5% | +601.0% | +484.1% |
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