-71.6%
OPEN vs CPB
-44.1%
-27.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -2.3% |
| 7D | +1.0% | -8.2% | +9.2% | +0.1% |
| 30D | -11.9% | -5.6% | -6.3% | -12.4% |
| 3M | -28.8% | +3.0% | -31.7% | -28.4% |
| 6M | -38.6% | -12.7% | -25.9% | -40.0% |
| YTD | -47.3% | -18.0% | -29.4% | -48.9% |
| 1Y | -49.2% | -31.7% | -17.4% | -52.2% |
| 3Y | -18.8% | -41.0% | +22.2% | -24.0% |
| 5Y | -83.6% | -38.4% | -45.2% | -83.5% |
| All | -71.6% | -44.1% | -27.4% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling