+7.2%
CNC vs OPEN
-84.2%
+91.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.3% |
| 6M | +47.9% | -40.9% | +88.8% | +49.8% |
| YTD | +55.7% | -48.5% | +104.2% | +58.0% |
| 1Y | +106.2% | -50.9% | +157.1% | +107.4% |
| 3Y | -2.1% | -20.6% | +18.6% | -4.8% |
| All | +7.2% | -84.2% | +91.5% | +7.5% |
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