-17.1%
OPEN vs CG
+60.2%
-77.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +2.0% |
| 7D | -4.3% | -4.3% | +0.1% | -0.5% |
| 30D | -16.2% | -5.1% | -11.1% | -12.4% |
| 3M | -36.4% | +8.7% | -45.0% | -41.0% |
| 6M | -35.5% | -9.2% | -26.2% | -31.0% |
| YTD | -46.0% | -18.9% | -27.1% | -36.5% |
| 1Y | -47.1% | -25.6% | -21.5% | -32.9% |
| All | -17.1% | +60.2% | -77.3% | -67.0% |
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