-29.6%
CLS vs OPEN
-72.7%
+43.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +13.8% | -22.8% | -12.9% |
| 7D | -21.1% | +3.7% | -24.8% | -22.3% |
| 30D | -38.2% | -14.3% | -23.9% | -35.7% |
| 3M | -36.3% | -51.9% | +15.6% | -20.0% |
| 6M | -43.8% | -61.4% | +17.6% | -25.3% |
| YTD | -20.0% | -66.0% | +46.0% | +6.3% |
| 1Y | -29.6% | -71.4% | +41.8% | -1.5% |
| All | -29.6% | -72.7% | +43.1% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling