+639.5%
CEG vs OPEN
-69.5%
+709.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.8% |
| 7D | +8.0% | -4.3% | +12.3% | +8.3% |
| 30D | +12.9% | -16.2% | +29.2% | +14.0% |
| 3M | +13.2% | -36.4% | +49.5% | +15.7% |
| 6M | -7.0% | -35.5% | +28.5% | -5.2% |
| YTD | -15.0% | -46.0% | +31.0% | -12.8% |
| 1Y | -2.7% | -47.1% | +44.4% | -2.2% |
| 3Y | +184.1% | -19.0% | +203.1% | +159.2% |
| All | +639.5% | -69.5% | +709.0% | +604.2% |
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