+153.3%
CMI vs OPEN
-27.3%
+180.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.7% | -11.4% | +10.7% | -0.1% |
| 30D | -12.4% | -20.1% | +7.7% | -11.3% |
| 3M | -14.8% | -37.6% | +22.8% | -12.8% |
| 6M | +0.8% | -47.1% | +47.9% | +3.8% |
| YTD | +10.2% | -52.1% | +62.3% | +13.8% |
| 1Y | +37.4% | -73.5% | +110.9% | +44.8% |
| 3Y | +153.3% | -24.4% | +177.7% | +131.9% |
| All | +153.3% | -27.3% | +180.6% | +131.9% |
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 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