-30.0%
OPEN vs CG
+47.3%
-77.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.7% | -21.1% | -21.2% |
| 7D | -22.2% | -1.2% | -21.0% | -20.9% |
| 30D | -38.3% | +5.0% | -43.4% | -40.3% |
| 3M | -59.4% | -18.2% | -41.2% | -51.7% |
| 6M | -74.4% | -20.7% | -53.6% | -68.9% |
| YTD | -76.0% | -31.4% | -44.6% | -67.5% |
| 1Y | -78.7% | -22.3% | -56.4% | -74.0% |
| 3Y | -30.0% | +50.2% | -80.2% | -71.4% |
| All | -30.0% | +47.3% | -77.3% | -71.4% |
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