+270.9%
CMI vs OPEN
-74.0%
+344.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.5% |
| 7D | +0.8% | -10.5% | +11.4% | +1.5% |
| 30D | -12.8% | -21.8% | +9.0% | -11.6% |
| 3M | -12.4% | -37.5% | +25.1% | -10.3% |
| 6M | -0.9% | -44.1% | +43.2% | +1.8% |
| YTD | +8.9% | -52.0% | +60.8% | +12.5% |
| 1Y | +37.7% | -52.2% | +89.9% | +39.1% |
| 3Y | +148.9% | -25.9% | +174.8% | +126.4% |
| 5Y | +164.4% | -85.1% | +249.4% | +140.4% |
| All | +270.9% | -74.0% | +344.8% | +232.2% |
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