+180.8%
CEG vs OPEN
-12.5%
+193.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.9% |
| 7D | +8.0% | -4.3% | +12.3% | +8.2% |
| 30D | +12.9% | -16.2% | +29.2% | +13.7% |
| 3M | +13.2% | -36.4% | +49.5% | +14.9% |
| 6M | -7.0% | -35.5% | +28.5% | -5.8% |
| YTD | -15.0% | -46.0% | +31.0% | -13.5% |
| 1Y | -2.7% | -47.1% | +44.4% | -1.9% |
| All | +180.8% | -12.5% | +193.3% | +166.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling