+15.5%
CVS vs OPEN
-82.9%
+98.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.7% |
| 7D | +12.0% | -31.1% | +43.0% | +11.2% |
| 30D | +2.8% | -34.7% | +37.4% | +2.6% |
| 3M | -3.6% | -61.9% | +58.3% | -3.0% |
| 6M | -1.6% | -71.9% | +70.2% | -1.0% |
| YTD | +16.3% | -76.6% | +92.9% | +17.1% |
| 1Y | +15.5% | -83.9% | +99.4% | +21.4% |
| All | +15.5% | -82.9% | +98.4% | +21.4% |
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 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