-26.8%
CCI vs OPEN
-88.9%
+62.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.4% |
| 7D | +2.5% | -15.0% | +17.5% | +3.3% |
| 30D | +14.4% | -40.2% | +54.6% | +16.9% |
| 3M | +21.7% | -67.4% | +89.1% | +27.9% |
| 6M | +4.0% | -74.0% | +78.0% | +10.1% |
| YTD | +6.2% | -79.6% | +85.8% | +13.2% |
| 1Y | +5.4% | -86.1% | +91.5% | +14.2% |
| 3Y | +11.7% | -41.4% | +53.1% | +2.5% |
| 5Y | -35.6% | -94.9% | +59.2% | -38.9% |
| All | -26.8% | -88.9% | +62.1% | -34.9% |
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