+103.2%
CB vs OPEN
-93.8%
+197.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +20.0% | -1.6% |
| 7D | +0.2% | -22.2% | +22.5% | +0.4% |
| 30D | +9.1% | -38.3% | +47.4% | +9.4% |
| 3M | +3.4% | -59.4% | +62.8% | +4.0% |
| 6M | +14.1% | -74.4% | +88.5% | +15.0% |
| YTD | +18.0% | -76.0% | +94.0% | +19.0% |
| 1Y | +30.1% | -78.7% | +108.8% | +31.2% |
| 3Y | +71.8% | -30.0% | +101.8% | +68.2% |
| All | +103.2% | -93.8% | +197.0% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling