+165.0%
CMI vs OPEN
-85.2%
+250.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.7% | -11.4% | +10.7% | 0.0% |
| 30D | -12.4% | -20.1% | +7.7% | -11.2% |
| 3M | -14.8% | -37.6% | +22.8% | -12.5% |
| 6M | +0.8% | -47.1% | +47.9% | +4.2% |
| YTD | +10.2% | -52.1% | +62.3% | +14.3% |
| 1Y | +37.4% | -73.5% | +110.9% | +46.2% |
| 3Y | +153.3% | -24.4% | +177.7% | +126.8% |
| All | +165.0% | -85.2% | +250.2% | +143.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling