+213.0%
CB vs OPEN
-87.3%
+300.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.3% |
| 7D | -1.0% | -31.1% | +30.0% | -0.9% |
| 30D | +7.3% | -34.7% | +42.0% | +7.4% |
| 3M | +7.0% | -61.9% | +68.9% | +7.3% |
| 6M | +16.3% | -71.9% | +88.2% | +16.7% |
| YTD | +19.7% | -76.6% | +96.3% | +20.2% |
| 1Y | +27.8% | -83.9% | +111.7% | +28.5% |
| 3Y | +72.0% | -34.4% | +106.4% | +70.5% |
| 5Y | +104.9% | -93.9% | +198.8% | +99.2% |
| All | +213.0% | -87.3% | +300.3% | +204.5% |
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