-83.6%
OPEN vs CP
+32.8%
-116.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -6.9% |
| 7D | -24.7% | +2.8% | -27.5% | -25.6% |
| 30D | -41.0% | +11.0% | -52.0% | -44.1% |
| 3M | -62.4% | +3.8% | -66.2% | -62.9% |
| 6M | -73.9% | +9.5% | -83.3% | -75.1% |
| YTD | -77.5% | +28.2% | -105.7% | -81.1% |
| 1Y | -83.6% | +33.0% | -116.5% | -87.3% |
| All | -83.6% | +32.8% | -116.3% | -87.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling