+51.2%
CI vs OPEN
-94.8%
+146.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.9% | +0.3% |
| 7D | +1.2% | -15.0% | +16.2% | +1.5% |
| 30D | +2.6% | -40.2% | +42.8% | +3.5% |
| 3M | +7.4% | -67.4% | +74.8% | +9.6% |
| 6M | -0.1% | -74.0% | +73.9% | +2.2% |
| YTD | +9.7% | -79.6% | +89.3% | +12.6% |
| 1Y | +12.1% | -86.1% | +98.2% | +15.8% |
| 3Y | +7.0% | -41.4% | +48.4% | +4.0% |
| All | +51.2% | -94.8% | +146.1% | +60.6% |
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