-71.6%
OPEN vs CG
+84.1%
-155.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.4% | -0.3% |
| 7D | +1.0% | -1.3% | +2.3% | +2.3% |
| 30D | -11.9% | -3.2% | -8.7% | -9.1% |
| 3M | -28.8% | +6.2% | -35.0% | -33.7% |
| 6M | -38.6% | -4.7% | -33.9% | -37.2% |
| YTD | -47.3% | -20.6% | -26.7% | -35.7% |
| 1Y | -49.2% | -26.4% | -22.8% | -32.9% |
| 3Y | -18.8% | +55.4% | -74.2% | -57.6% |
| 5Y | -83.6% | +9.8% | -93.4% | -87.1% |
| All | -71.6% | +84.1% | -155.6% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 10y: compounded portfolio wealth divided by compounded CG 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…
10y analysis · Full analysis span regression · 6 months rolling