+76.6%
CB vs OPEN
-17.1%
+93.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.6% | -1.9% |
| 7D | +0.5% | -4.3% | +4.7% | +0.5% |
| 30D | -3.1% | -16.2% | +13.1% | -3.1% |
| 3M | +9.0% | -36.4% | +45.3% | +9.0% |
| 6M | +2.9% | -35.5% | +38.3% | +2.9% |
| YTD | +10.1% | -46.0% | +56.1% | +10.2% |
| 1Y | +22.8% | -47.1% | +69.9% | +22.7% |
| All | +76.6% | -17.1% | +93.7% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling