-74.2%
OPEN vs CNI
+53.9%
-128.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.4% |
| 7D | -11.4% | -0.4% | -11.1% | -11.0% |
| 30D | -20.1% | -2.7% | -17.4% | -17.4% |
| 3M | -37.6% | +3.9% | -41.5% | -40.9% |
| 6M | -47.1% | +16.4% | -63.4% | -57.0% |
| YTD | -52.1% | +25.8% | -77.9% | -64.7% |
| 1Y | -73.5% | +32.4% | -105.9% | -81.7% |
| 3Y | -24.4% | +19.1% | -43.5% | -37.2% |
| 5Y | -85.1% | +13.6% | -98.7% | -86.2% |
| All | -74.2% | +53.9% | -128.0% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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