+47.7%
CI vs OPEN
-93.8%
+141.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -21.8% | +19.2% | -2.2% |
| 7D | -1.6% | -22.2% | +20.7% | -1.1% |
| 30D | +5.4% | -38.3% | +43.7% | +6.3% |
| 3M | +7.3% | -59.4% | +66.6% | +9.0% |
| 6M | +5.3% | -74.4% | +79.7% | +7.8% |
| YTD | +8.5% | -76.0% | +84.5% | +10.9% |
| 1Y | +17.1% | -78.7% | +95.8% | +19.8% |
| 3Y | +1.4% | -30.0% | +31.4% | -1.8% |
| All | +47.7% | -93.8% | +141.5% | +50.3% |
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