-82.3%
OPEN vs CPB
-20.9%
-61.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.0% |
| 7D | -21.7% | +3.3% | -24.9% | -22.1% |
| 30D | -36.5% | +19.0% | -55.5% | -38.1% |
| 3M | -59.5% | +0.4% | -60.0% | -60.2% |
| 6M | -71.9% | +13.0% | -84.8% | -72.5% |
| YTD | -75.8% | -12.7% | -63.1% | -77.6% |
| All | -82.3% | -20.9% | -61.4% | -84.6% |
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