+11.8%
CRM vs OPEN
-27.3%
+39.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -4.4% | -11.4% | +7.0% | -3.9% |
| 30D | +28.1% | -20.1% | +48.2% | +29.5% |
| 3M | +48.8% | -37.6% | +86.4% | +51.9% |
| 6M | +28.3% | -47.1% | +75.3% | +31.7% |
| YTD | -6.0% | -52.1% | +46.1% | -3.3% |
| 1Y | +1.4% | -73.5% | +74.9% | +6.4% |
| 3Y | +11.8% | -24.4% | +36.2% | +3.2% |
| All | +11.8% | -27.3% | +39.2% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling