+25.3%
CCL vs OPEN
-71.4%
+96.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.9% |
| 7D | -0.1% | +1.0% | -1.1% | -0.3% |
| 30D | -20.0% | -11.9% | -8.1% | -18.4% |
| 3M | -13.7% | -28.8% | +15.1% | -9.4% |
| 6M | -9.0% | -38.6% | +29.6% | -2.9% |
| YTD | -22.8% | -47.3% | +24.5% | -16.3% |
| 1Y | -25.3% | -49.2% | +23.9% | -24.1% |
| 3Y | +54.1% | -18.8% | +72.9% | +17.0% |
| 5Y | +3.5% | -83.6% | +87.1% | -19.7% |
| All | +25.3% | -71.4% | +96.7% | -12.9% |
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