+430.1%
CAT vs OPEN
-87.3%
+517.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.7% |
| 7D | +1.7% | -31.1% | +32.8% | +3.7% |
| 30D | -24.6% | -34.7% | +10.1% | -23.1% |
| 3M | -28.5% | -61.9% | +33.4% | -25.0% |
| 6M | -34.8% | -71.9% | +37.0% | -30.7% |
| YTD | +5.9% | -76.6% | +82.5% | +13.2% |
| 1Y | +6.8% | -83.9% | +90.7% | +16.2% |
| 3Y | +161.1% | -34.4% | +195.5% | +141.2% |
| 5Y | +213.4% | -93.9% | +307.4% | +196.0% |
| All | +430.1% | -87.3% | +517.4% | +407.7% |
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