-24.1%
CLS vs OPEN
-85.5%
+61.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -9.5% | +14.1% | +7.2% |
| 7D | +23.5% | -31.0% | +54.5% | +35.0% |
| 30D | -28.9% | -41.5% | +12.5% | -18.9% |
| 3M | -25.2% | -64.6% | +39.4% | +1.1% |
| 6M | -32.1% | -73.8% | +41.7% | +0.5% |
| YTD | -14.1% | -78.8% | +64.8% | +29.5% |
| 1Y | -24.1% | -86.8% | +62.7% | +46.1% |
| All | -24.1% | -85.5% | +61.4% | +46.1% |
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