-5.1%
CNC vs OPEN
-94.8%
+89.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.6% | +5.1% | +1.6% |
| 7D | +2.2% | -15.0% | +17.2% | +2.7% |
| 30D | +1.6% | -40.2% | +41.8% | +3.2% |
| 3M | +7.9% | -67.4% | +75.3% | +11.6% |
| 6M | +21.2% | -74.0% | +95.2% | +26.0% |
| YTD | +73.2% | -79.6% | +152.8% | +80.9% |
| 1Y | +97.5% | -86.1% | +183.6% | +108.2% |
| 3Y | -1.2% | -41.4% | +40.2% | -3.0% |
| All | -5.1% | -94.8% | +89.7% | +1.0% |
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