+17.1%
CI vs OPEN
-79.4%
+96.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.7% |
| 7D | +0.1% | -21.7% | +21.8% | +0.9% |
| 30D | +4.7% | -36.5% | +41.1% | +5.7% |
| 3M | +5.2% | -59.5% | +64.8% | +6.5% |
| 6M | +3.8% | -71.9% | +75.6% | +5.5% |
| YTD | +9.2% | -75.8% | +85.0% | +11.0% |
| All | +17.1% | -79.4% | +96.5% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling