+39.7%
CL vs OPEN
-35.0%
+74.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.4% |
| 7D | +0.5% | -21.7% | +22.2% | +0.5% |
| 30D | +11.6% | -36.5% | +48.1% | +11.5% |
| 3M | +5.6% | -59.5% | +65.1% | +5.3% |
| 6M | +13.2% | -71.9% | +85.0% | +12.8% |
| YTD | +26.9% | -75.8% | +102.7% | +26.5% |
| 1Y | +27.3% | -78.5% | +105.8% | +26.9% |
| 3Y | +39.7% | -30.2% | +69.9% | +44.3% |
| All | +39.7% | -35.0% | +74.7% | +44.3% |
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 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