-63.2%
CSGP vs OPEN
-93.8%
+30.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -21.8% | +17.1% | -2.6% |
| 7D | +1.3% | -22.2% | +23.5% | +3.5% |
| 30D | +10.7% | -38.3% | +49.0% | +15.5% |
| 3M | +3.3% | -59.4% | +62.6% | +12.0% |
| 6M | -10.3% | -74.4% | +64.0% | +0.8% |
| YTD | -54.6% | -76.0% | +21.4% | -49.0% |
| 1Y | -54.6% | -78.7% | +24.0% | -48.9% |
| 3Y | -60.3% | -30.0% | -30.3% | -67.2% |
| All | -63.2% | -93.8% | +30.6% | -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 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