-58.4%
CSGP vs OPEN
-17.5%
-40.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.6% | +8.0% | -1.0% |
| 7D | +13.9% | -5.8% | +19.7% | +14.2% |
| 30D | +16.0% | -21.1% | +37.1% | +17.6% |
| 3M | +6.1% | -52.4% | +58.5% | +10.9% |
| 6M | -8.2% | -65.8% | +57.6% | -2.4% |
| YTD | -52.3% | -69.3% | +17.0% | -49.3% |
| 1Y | -54.5% | -75.2% | +20.7% | -51.2% |
| All | -58.4% | -17.5% | -40.9% | -64.5% |
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