+78.9%
CTVA vs OPEN
-19.6%
+98.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -2.1% |
| 7D | -2.1% | +1.0% | -3.1% | -2.1% |
| 30D | +12.0% | -11.9% | +24.0% | +12.5% |
| 3M | +13.5% | -28.8% | +42.2% | +14.5% |
| 6M | +12.1% | -38.6% | +50.7% | +13.5% |
| YTD | +29.0% | -47.3% | +76.4% | +31.0% |
| 1Y | +18.9% | -49.2% | +68.0% | +19.2% |
| 3Y | +78.9% | -18.8% | +97.7% | +66.0% |
| All | +78.9% | -19.6% | +98.5% | +66.0% |
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 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