-47.1%
OPEN vs CAG
-13.1%
-34.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -4.3% | -3.8% | -0.5% | -3.6% |
| 30D | -16.2% | +3.1% | -19.4% | -16.8% |
| 3M | -36.4% | +23.5% | -59.8% | -39.0% |
| 6M | -35.5% | -14.8% | -20.6% | -32.8% |
| YTD | -46.0% | -5.4% | -40.5% | -46.1% |
| 1Y | -47.1% | -11.8% | -35.3% | -44.3% |
| All | -47.1% | -13.1% | -34.1% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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