+3,683.8%
CLS vs OPEN
-87.3%
+3,771.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.2% | +4.3% | +8.1% |
| 7D | +2.8% | -31.1% | +33.8% | +6.5% |
| 30D | -30.1% | -34.7% | +4.6% | -27.5% |
| 3M | -21.7% | -61.9% | +40.1% | -14.4% |
| 6M | -36.2% | -71.9% | +35.6% | -28.2% |
| YTD | -17.8% | -76.6% | +58.8% | -6.5% |
| 1Y | -26.8% | -83.9% | +57.1% | -13.9% |
| 3Y | +853.4% | -34.4% | +887.8% | +736.4% |
| 5Y | +2,005.0% | -93.9% | +2,099.0% | +1,973.0% |
| All | +3,683.8% | -87.3% | +3,771.1% | +3,344.9% |
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