+639.7%
CEG vs OPEN
-70.3%
+710.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.6% | +0.2% |
| 7D | +6.7% | +1.0% | +5.7% | +6.6% |
| 30D | +11.0% | -11.9% | +22.9% | +11.7% |
| 3M | +19.5% | -28.8% | +48.3% | +21.4% |
| 6M | -5.9% | -38.6% | +32.7% | -3.8% |
| YTD | -15.0% | -47.3% | +32.4% | -12.6% |
| 1Y | +0.6% | -49.2% | +49.8% | +1.5% |
| 3Y | +180.6% | -18.8% | +199.4% | +155.8% |
| All | +639.7% | -70.3% | +710.0% | +605.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling