-40.3%
CCI vs OPEN
-72.1%
+31.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | -0.9% |
| 7D | -0.3% | -2.9% | +2.6% | -0.1% |
| 30D | +2.1% | -13.8% | +15.9% | +2.8% |
| 3M | -17.8% | -30.9% | +13.0% | -16.6% |
| 6M | -14.2% | -40.9% | +26.8% | -12.5% |
| YTD | -13.3% | -48.5% | +35.2% | -11.3% |
| 1Y | -16.6% | -50.9% | +34.3% | -16.3% |
| 3Y | -10.8% | -20.6% | +9.8% | -18.4% |
| 5Y | -50.3% | -84.2% | +33.8% | -55.1% |
| All | -40.3% | -72.1% | +31.8% | -49.0% |
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 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