+73.6%
CTAS vs OPEN
-42.5%
+116.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.3% |
| 7D | +2.0% | -15.0% | +17.0% | +2.3% |
| 30D | +8.7% | -40.2% | +48.9% | +9.8% |
| 3M | +13.3% | -67.4% | +80.7% | +15.8% |
| 6M | +39.4% | -74.0% | +113.4% | +43.0% |
| YTD | +21.5% | -79.6% | +101.1% | +25.0% |
| 1Y | +21.9% | -86.1% | +108.0% | +26.2% |
| 3Y | +73.6% | -41.4% | +115.0% | +71.8% |
| All | +73.6% | -42.5% | +116.2% | +71.8% |
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