-56.4%
CSGP vs OPEN
-87.0%
+30.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -21.8% | +17.1% | -2.7% |
| 7D | +1.3% | -22.2% | +23.5% | +3.4% |
| 30D | +10.7% | -38.3% | +49.0% | +15.2% |
| 3M | +3.3% | -59.4% | +62.6% | +11.5% |
| 6M | -10.3% | -74.4% | +64.0% | +0.2% |
| YTD | -54.6% | -76.0% | +21.4% | -49.3% |
| 1Y | -54.6% | -78.7% | +24.0% | -49.3% |
| 3Y | -60.3% | -30.0% | -30.3% | -66.3% |
| 5Y | -63.3% | -93.7% | +30.4% | -64.4% |
| All | -56.4% | -87.0% | +30.5% | -62.4% |
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 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