+26.9%
CCL vs OPEN
-70.7%
+97.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -5.0% | -4.3% | -0.8% | -4.4% |
| 30D | -20.3% | -16.2% | -4.1% | -18.2% |
| 3M | -15.1% | -36.4% | +21.2% | -9.5% |
| 6M | -15.1% | -35.5% | +20.3% | -10.1% |
| YTD | -21.8% | -46.0% | +24.2% | -15.5% |
| 1Y | -24.8% | -47.1% | +22.4% | -24.2% |
| 3Y | +51.9% | -19.0% | +70.9% | +15.6% |
| 5Y | +4.0% | -83.6% | +87.6% | -19.6% |
| All | +26.9% | -70.7% | +97.6% | -12.1% |
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