+3,372.3%
CLS vs OPEN
-86.9%
+3,459.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.7% | +7.1% | +7.8% |
| 7D | -10.6% | -21.7% | +11.1% | -8.7% |
| 30D | -38.4% | -36.5% | -2.0% | -36.0% |
| 3M | -29.9% | -59.5% | +29.7% | -23.7% |
| 6M | -40.6% | -71.9% | +31.2% | -33.2% |
| YTD | -24.6% | -75.8% | +51.2% | -14.4% |
| 1Y | -30.8% | -78.5% | +47.7% | -20.7% |
| 3Y | +811.7% | -30.2% | +841.9% | +694.8% |
| 5Y | +1,838.4% | -93.3% | +1,931.7% | +1,792.4% |
| All | +3,372.3% | -86.9% | +3,459.2% | +3,051.2% |
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