+214.1%
CB vs OPEN
-83.3%
+297.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.6% | +8.9% | -0.6% |
| 7D | +2.6% | -5.8% | +8.4% | +2.6% |
| 30D | +11.2% | -21.1% | +32.3% | +11.3% |
| 3M | +5.7% | -52.4% | +58.1% | +5.9% |
| 6M | +15.9% | -65.8% | +81.7% | +16.2% |
| YTD | +20.2% | -69.3% | +89.4% | +20.5% |
| 1Y | +32.4% | -75.2% | +107.6% | +32.9% |
| 3Y | +75.5% | -14.4% | +89.8% | +73.8% |
| 5Y | +105.5% | -92.0% | +197.5% | +99.7% |
| All | +214.1% | -83.3% | +297.4% | +205.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling