-41.4%
OPEN vs CG
+46.4%
-87.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.0% | -4.7% | -4.5% |
| 7D | -15.0% | +0.2% | -15.2% | -15.2% |
| 30D | -40.2% | +11.2% | -51.4% | -44.7% |
| 3M | -67.4% | -22.1% | -45.3% | -59.7% |
| 6M | -74.0% | -17.9% | -56.1% | -69.4% |
| YTD | -79.6% | -31.3% | -48.3% | -72.5% |
| 1Y | -86.1% | -24.0% | -62.1% | -82.9% |
| 3Y | -41.4% | +45.0% | -86.3% | -72.8% |
| All | -41.4% | +46.4% | -87.8% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling