-3.6%
CNC vs OPEN
-21.9%
+18.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.7% |
| 7D | -4.9% | -2.9% | -2.0% | -4.8% |
| 30D | -3.8% | -13.8% | +10.0% | -3.4% |
| 3M | -3.2% | -30.9% | +27.6% | -2.4% |
| 6M | +47.9% | -40.9% | +88.8% | +49.6% |
| YTD | +55.7% | -48.5% | +104.2% | +57.8% |
| 1Y | +106.2% | -50.9% | +157.1% | +107.2% |
| All | -3.6% | -21.9% | +18.3% | -4.4% |
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