-71.4%
OPEN vs CLX
-6.5%
-64.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.7% | +8.1% | +12.1% |
| 7D | +3.7% | +14.2% | -10.5% | +0.3% |
| 30D | -14.3% | +22.7% | -37.0% | -18.3% |
| 3M | -51.9% | -2.8% | -49.2% | -52.6% |
| 6M | -61.4% | +17.7% | -79.1% | -62.0% |
| YTD | -66.0% | +3.3% | -69.4% | -66.8% |
| 1Y | -71.4% | -5.6% | -65.8% | -69.0% |
| All | -71.4% | -6.5% | -64.8% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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