-51.1%
CPNG vs OPEN
-85.3%
+34.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | +0.4% |
| 7D | -5.4% | -10.5% | +5.1% | -3.8% |
| 30D | -11.1% | -21.8% | +10.7% | -7.8% |
| 3M | -3.0% | -37.5% | +34.5% | +3.5% |
| 6M | -23.5% | -44.1% | +20.6% | -17.5% |
| YTD | -37.8% | -52.0% | +14.2% | -32.0% |
| 1Y | -54.3% | -52.2% | -2.1% | -53.4% |
| 3Y | -20.8% | -25.9% | +5.1% | -39.6% |
| 5Y | -51.1% | -85.1% | +34.0% | -58.7% |
| All | -51.1% | -85.3% | +34.2% | -58.7% |
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