+3.3%
CAT vs OPEN
-80.8%
+84.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.1% | +4.7% | -1.9% |
| 7D | -6.3% | -24.7% | +18.4% | -4.7% |
| 30D | -26.8% | -41.0% | +14.2% | -24.1% |
| 3M | -30.0% | -62.4% | +32.3% | -24.4% |
| 6M | -34.6% | -73.9% | +39.3% | -27.3% |
| YTD | +2.9% | -77.5% | +80.4% | +15.6% |
| 1Y | +3.3% | -83.6% | +86.8% | +19.3% |
| All | +3.3% | -80.8% | +84.1% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling