-70.8%
OPEN vs CNP
+154.6%
-225.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | -4.3% | +1.1% | -5.4% | -4.7% |
| 30D | -16.2% | -1.8% | -14.4% | -15.6% |
| 3M | -36.4% | -4.6% | -31.7% | -35.5% |
| 6M | -35.5% | -8.8% | -26.6% | -33.4% |
| YTD | -46.0% | +5.2% | -51.2% | -48.7% |
| 1Y | -47.1% | +8.3% | -55.5% | -50.5% |
| 3Y | -19.0% | +54.9% | -73.9% | -37.3% |
| 5Y | -83.6% | +73.5% | -157.1% | -86.6% |
| All | -70.8% | +154.6% | -225.4% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 all: compounded portfolio wealth divided by compounded CNP 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…
all analysis · Full analysis span regression · 6 months rolling