+55.0%
CL vs OPEN
-88.5%
+143.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.5% | +9.4% | -0.1% |
| 7D | -0.8% | -31.0% | +30.2% | -0.9% |
| 30D | +9.5% | -41.5% | +50.9% | +9.2% |
| 3M | +6.6% | -64.6% | +71.3% | +6.2% |
| 6M | +13.2% | -73.8% | +87.0% | +12.6% |
| YTD | +26.9% | -78.8% | +105.7% | +26.1% |
| 1Y | +27.6% | -86.8% | +114.4% | +26.6% |
| 3Y | +39.1% | -40.6% | +79.7% | +40.6% |
| 5Y | +41.3% | -94.7% | +136.0% | +38.2% |
| All | +55.0% | -88.5% | +143.5% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling