-50.8%
CCI vs OPEN
-84.0%
+33.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.3% |
| 7D | +0.2% | +1.0% | -0.8% | +0.1% |
| 30D | +0.5% | -11.9% | +12.4% | +1.1% |
| 3M | -16.3% | -28.8% | +12.5% | -15.1% |
| 6M | -13.9% | -38.6% | +24.7% | -12.3% |
| YTD | -12.4% | -47.3% | +34.9% | -10.4% |
| 1Y | -15.2% | -49.2% | +34.0% | -15.0% |
| 3Y | -9.9% | -18.8% | +8.9% | -18.1% |
| 5Y | -50.8% | -83.6% | +32.8% | -56.5% |
| All | -50.8% | -84.0% | +33.2% | -56.5% |
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