-86.1%
OPEN vs CHD
+33.5%
-119.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.1% | -3.9% |
| 7D | -15.0% | +3.6% | -18.6% | -15.6% |
| 30D | -40.2% | +10.4% | -50.6% | -40.5% |
| 3M | -67.4% | +12.2% | -79.6% | -67.6% |
| 6M | -74.0% | +19.9% | -93.9% | -74.0% |
| YTD | -79.6% | +36.4% | -116.0% | -79.3% |
| 1Y | -86.1% | +35.1% | -121.2% | -86.0% |
| All | -86.1% | +33.5% | -119.6% | -86.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling