-55.9%
CSGP vs OPEN
-70.7%
+14.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.1% | -2.5% |
| 7D | -4.1% | -4.3% | +0.2% | -3.7% |
| 30D | +2.3% | -16.2% | +18.5% | +3.9% |
| 3M | -8.2% | -36.4% | +28.2% | -4.9% |
| 6M | -35.1% | -35.5% | +0.4% | -33.1% |
| YTD | -54.0% | -46.0% | -8.1% | -52.1% |
| 1Y | -65.3% | -47.1% | -18.2% | -65.2% |
| 3Y | -62.6% | -19.0% | -43.5% | -68.1% |
| 5Y | -64.8% | -83.6% | +18.8% | -68.5% |
| All | -55.9% | -70.7% | +14.8% | -64.4% |
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 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