+4.8%
CNC vs OPEN
-70.7%
+75.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.5% |
| 7D | +3.5% | -4.3% | +7.8% | +3.6% |
| 30D | +0.1% | -16.2% | +16.3% | +0.5% |
| 3M | +6.9% | -36.4% | +43.3% | +8.0% |
| 6M | +49.0% | -35.5% | +84.5% | +50.2% |
| YTD | +62.9% | -46.0% | +108.9% | +64.7% |
| 1Y | +134.0% | -47.1% | +181.1% | +134.7% |
| 3Y | +9.4% | -19.0% | +28.4% | +7.0% |
| 5Y | +4.1% | -83.6% | +87.7% | +0.1% |
| All | +4.8% | -70.7% | +75.5% | -0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling