+1.4%
CCL vs OPEN
-83.7%
+85.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -5.0% | -4.3% | -0.8% | -4.3% |
| 30D | -20.3% | -16.2% | -4.1% | -17.9% |
| 3M | -15.1% | -36.4% | +21.2% | -8.7% |
| 6M | -15.1% | -35.5% | +20.3% | -9.5% |
| YTD | -21.8% | -46.0% | +24.2% | -14.7% |
| 1Y | -24.8% | -47.1% | +22.4% | -24.5% |
| 3Y | +51.9% | -19.0% | +70.9% | +9.2% |
| All | +1.4% | -83.7% | +85.1% | -17.0% |
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