+8.0%
CCI vs OPEN
-35.0%
+43.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +0.9% | -21.7% | +22.6% | +1.6% |
| 30D | +10.3% | -36.5% | +46.8% | +11.5% |
| 3M | +17.9% | -59.5% | +77.4% | +20.6% |
| 6M | -0.5% | -71.9% | +71.4% | +2.6% |
| YTD | +2.7% | -75.8% | +78.5% | +6.1% |
| 1Y | +3.1% | -78.5% | +81.6% | +6.7% |
| 3Y | +8.0% | -30.2% | +38.2% | -6.6% |
| All | +8.0% | -35.0% | +43.0% | -6.6% |
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