-89.0%
OPEN vs CP
+93.6%
-182.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -3.2% |
| 7D | -15.0% | +2.1% | -17.1% | -16.8% |
| 30D | -40.2% | +9.3% | -49.5% | -44.7% |
| 3M | -67.4% | +0.5% | -67.9% | -67.4% |
| 6M | -74.0% | +10.4% | -84.4% | -76.5% |
| YTD | -79.6% | +28.7% | -108.3% | -84.3% |
| 1Y | -86.1% | +33.2% | -119.3% | -89.7% |
| 3Y | -41.4% | +38.4% | -79.8% | -56.0% |
| 5Y | -94.9% | +26.2% | -121.0% | -95.7% |
| All | -89.0% | +93.6% | -182.6% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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