+5.6%
CVS vs OPEN
-72.7%
+78.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +13.8% | -26.3% | -12.3% |
| 7D | -11.1% | +3.7% | -14.8% | -10.8% |
| 30D | -7.4% | -14.3% | +6.8% | -6.9% |
| 3M | -22.9% | -51.9% | +29.1% | -22.0% |
| 6M | -1.2% | -61.4% | +60.2% | -0.2% |
| YTD | +3.9% | -66.0% | +69.9% | +4.9% |
| 1Y | +5.6% | -71.4% | +76.9% | +7.5% |
| All | +5.6% | -72.7% | +78.2% | +7.5% |
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