-42.5%
CPNG vs OPEN
-94.5%
+52.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.5% | +5.1% | -2.9% |
| 7D | -6.9% | -31.0% | +24.1% | -1.9% |
| 30D | +1.1% | -41.5% | +42.6% | +9.1% |
| 3M | -6.3% | -64.6% | +58.3% | +9.0% |
| 6M | -3.8% | -73.8% | +69.9% | +16.3% |
| YTD | -35.2% | -78.8% | +43.6% | -20.1% |
| 1Y | -47.0% | -86.8% | +39.9% | -30.3% |
| 3Y | -0.2% | -40.6% | +40.4% | -26.5% |
| 5Y | -42.5% | -94.7% | +52.2% | -30.4% |
| All | -42.5% | -94.5% | +52.0% | -30.4% |
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 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