-71.4%
OPEN vs CPB
-18.4%
-52.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.9% | +7.9% | +12.5% |
| 7D | +3.7% | +13.0% | -9.3% | +1.5% |
| 30D | -14.3% | +20.5% | -34.8% | -16.9% |
| 3M | -51.9% | +2.2% | -54.1% | -52.9% |
| 6M | -61.4% | +15.4% | -76.8% | -62.4% |
| YTD | -66.0% | -12.3% | -53.7% | -68.4% |
| 1Y | -71.4% | -18.0% | -53.4% | -74.3% |
| All | -71.4% | -18.4% | -52.9% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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