-72.2%
OPEN vs CHD
+33.1%
-105.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -2.9% | -4.2% | +1.2% | -2.5% |
| 30D | -13.8% | -7.6% | -6.2% | -13.1% |
| 3M | -30.9% | -1.6% | -29.3% | -30.8% |
| 6M | -40.9% | -6.3% | -34.6% | -40.6% |
| YTD | -48.5% | +14.6% | -63.1% | -49.3% |
| 1Y | -50.9% | +1.6% | -52.5% | -51.1% |
| 3Y | -20.6% | +3.1% | -23.8% | -22.7% |
| 5Y | -84.2% | +21.1% | -105.2% | -84.8% |
| All | -72.2% | +33.1% | -105.3% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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