+60.5%
CCL vs OPEN
-87.0%
+147.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +3.9% |
| 7D | +3.1% | -22.2% | +25.3% | +6.8% |
| 30D | +13.7% | -38.3% | +52.0% | +21.7% |
| 3M | +3.8% | -59.4% | +63.2% | +18.4% |
| 6M | +9.3% | -74.4% | +83.6% | +33.0% |
| YTD | -1.1% | -76.0% | +74.9% | +20.3% |
| 1Y | +14.6% | -78.7% | +93.2% | +39.8% |
| 3Y | +146.4% | -30.0% | +176.4% | +84.3% |
| 5Y | +21.9% | -93.7% | +115.6% | +6.5% |
| All | +60.5% | -87.0% | +147.5% | +25.1% |
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