-55.8%
CSGP vs OPEN
-88.9%
+33.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.6% | +6.5% | +3.2% |
| 7D | +1.3% | -15.0% | +16.3% | +2.8% |
| 30D | +2.8% | -40.2% | +43.0% | +7.3% |
| 3M | -6.3% | -67.4% | +61.1% | +3.0% |
| 6M | -3.2% | -74.0% | +70.9% | +8.1% |
| YTD | -54.0% | -79.6% | +25.6% | -47.9% |
| 1Y | -54.8% | -86.1% | +31.3% | -47.4% |
| 3Y | -60.6% | -41.4% | -19.2% | -65.9% |
| 5Y | -62.6% | -94.9% | +32.2% | -63.1% |
| All | -55.8% | -88.9% | +33.1% | -61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling