-53.5%
CSGP vs OPEN
-81.6%
+28.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.8% | -9.8% | +2.8% |
| 7D | +18.3% | +3.7% | +14.6% | +17.8% |
| 30D | +17.8% | -14.3% | +32.1% | +19.2% |
| 3M | +9.3% | -51.9% | +61.2% | +16.2% |
| 6M | -7.9% | -61.4% | +53.5% | -0.7% |
| YTD | -51.5% | -66.0% | +14.5% | -47.5% |
| 1Y | -53.3% | -71.4% | +18.1% | -49.1% |
| 3Y | -57.9% | -5.3% | -52.6% | -65.1% |
| 5Y | -61.3% | -91.7% | +30.4% | -63.4% |
| All | -53.5% | -81.6% | +28.0% | -61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling