+22.8%
CCL vs OPEN
-93.8%
+116.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +4.5% |
| 7D | +3.1% | -22.2% | +25.3% | +7.3% |
| 30D | +13.7% | -38.3% | +52.0% | +22.8% |
| 3M | +3.8% | -59.4% | +63.2% | +20.7% |
| 6M | +9.3% | -74.4% | +83.6% | +36.9% |
| YTD | -1.1% | -76.0% | +74.9% | +23.7% |
| 1Y | +14.6% | -78.7% | +93.2% | +43.8% |
| 3Y | +146.4% | -30.0% | +176.4% | +66.5% |
| All | +22.8% | -93.8% | +116.6% | +40.2% |
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