+593.1%
CEG vs OPEN
-88.5%
+681.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.9% | -0.6% |
| 7D | +12.1% | -15.0% | +27.1% | +13.0% |
| 30D | +0.2% | -40.2% | +40.4% | +2.5% |
| 3M | +0.7% | -67.4% | +68.1% | +6.6% |
| 6M | +2.2% | -74.0% | +76.3% | +9.2% |
| YTD | -20.3% | -79.6% | +59.3% | -14.2% |
| 1Y | -16.1% | -86.1% | +70.0% | -7.9% |
| 3Y | +134.7% | -41.4% | +176.1% | +113.5% |
| All | +593.1% | -88.5% | +681.5% | +592.7% |
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