+6.8%
CI vs OPEN
-17.1%
+23.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.3% |
| 7D | +1.3% | -4.3% | +5.6% | +1.4% |
| 30D | +4.4% | -16.2% | +20.7% | +4.7% |
| 3M | +0.7% | -36.4% | +37.0% | +1.2% |
| 6M | +0.3% | -35.5% | +35.8% | +0.7% |
| YTD | +3.8% | -46.0% | +49.8% | +4.4% |
| 1Y | -5.5% | -47.1% | +41.7% | -5.4% |
| All | +6.8% | -17.1% | +23.9% | +3.2% |
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 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