-49.2%
OPEN vs CHRW
+20.6%
-69.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.2% |
| 7D | +1.0% | +1.9% | -1.0% | +0.2% |
| 30D | -11.9% | +0.9% | -12.8% | -12.4% |
| 3M | -28.8% | -19.9% | -8.9% | -23.5% |
| 6M | -38.6% | -15.8% | -22.8% | -36.4% |
| YTD | -47.3% | -5.6% | -41.8% | -49.6% |
| 1Y | -49.2% | +21.0% | -70.2% | -68.5% |
| All | -49.2% | +20.6% | -69.7% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CHRW 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling