+838.1%
CLS vs OPEN
-42.5%
+880.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.7% | -5.1% |
| 7D | +16.3% | -15.0% | +31.3% | +17.9% |
| 30D | -25.7% | -40.2% | +14.5% | -22.6% |
| 3M | -30.9% | -67.4% | +36.5% | -23.9% |
| 6M | -35.5% | -74.0% | +38.5% | -27.7% |
| YTD | -18.7% | -79.6% | +60.9% | -7.6% |
| 1Y | -17.9% | -86.1% | +68.2% | -4.5% |
| 3Y | +838.1% | -41.4% | +879.5% | +717.2% |
| All | +838.1% | -42.5% | +880.6% | +717.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling