-29.2%
CCI vs OPEN
-86.9%
+57.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +0.9% | -21.7% | +22.6% | +2.0% |
| 30D | +10.3% | -36.5% | +46.8% | +12.4% |
| 3M | +17.9% | -59.5% | +77.4% | +22.7% |
| 6M | -0.5% | -71.9% | +71.4% | +5.0% |
| YTD | +2.7% | -75.8% | +78.5% | +8.6% |
| 1Y | +3.1% | -78.5% | +81.6% | +9.3% |
| 3Y | +8.0% | -30.2% | +38.2% | -1.8% |
| 5Y | -37.8% | -93.3% | +55.5% | -41.6% |
| All | -29.2% | -86.9% | +57.6% | -37.5% |
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 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