+18.8%
CTVA vs OPEN
-56.1%
+74.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.2% |
| 7D | -4.7% | -10.5% | +5.9% | -4.4% |
| 30D | +11.1% | -21.8% | +32.9% | +11.7% |
| 3M | +13.7% | -37.5% | +51.2% | +14.7% |
| 6M | +11.2% | -44.1% | +55.3% | +12.3% |
| YTD | +26.9% | -52.0% | +78.9% | +28.4% |
| 1Y | +18.8% | -52.2% | +71.0% | +19.3% |
| All | +18.8% | -56.1% | +74.9% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling