+5,039.7%
CLS vs OPEN
-71.4%
+5,111.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.5% | +8.2% | +5.9% |
| 7D | +12.8% | +1.0% | +11.8% | +12.6% |
| 30D | +3.8% | -11.9% | +15.7% | +5.1% |
| 3M | -14.6% | -28.8% | +14.1% | -11.9% |
| 6M | +32.2% | -38.6% | +70.8% | +38.3% |
| YTD | +11.6% | -47.3% | +59.0% | +17.9% |
| 1Y | +35.1% | -49.2% | +84.2% | +38.0% |
| 3Y | +1,312.5% | -18.8% | +1,331.3% | +1,120.3% |
| 5Y | +3,542.1% | -83.6% | +3,625.7% | +3,167.1% |
| All | +5,039.7% | -71.4% | +5,111.2% | +4,241.6% |
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 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