+146.4%
CCL vs OPEN
-35.5%
+181.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +2.8% |
| 7D | +3.1% | -22.2% | +25.3% | +5.5% |
| 30D | +13.7% | -38.3% | +52.0% | +18.9% |
| 3M | +3.8% | -59.4% | +63.2% | +13.2% |
| 6M | +9.3% | -74.4% | +83.6% | +24.2% |
| YTD | -1.1% | -76.0% | +74.9% | +12.4% |
| 1Y | +14.6% | -78.7% | +93.2% | +30.5% |
| 3Y | +146.4% | -30.0% | +176.4% | +84.6% |
| All | +146.4% | -35.5% | +181.9% | +84.6% |
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