-86.1%
OPEN vs CAG
-9.3%
-76.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.9% | -3.9% |
| 7D | -15.0% | -3.3% | -11.7% | -14.3% |
| 30D | -40.2% | +7.7% | -47.9% | -40.8% |
| 3M | -67.4% | -3.2% | -64.2% | -67.4% |
| 6M | -74.0% | +7.0% | -81.0% | -74.1% |
| YTD | -79.6% | -9.0% | -70.6% | -80.6% |
| 1Y | -86.1% | -9.6% | -76.5% | -87.0% |
| All | -86.1% | -9.3% | -76.8% | -87.0% |
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