-78.7%
OPEN vs CVE
+67.8%
-146.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.2% | -21.9% |
| 7D | -22.2% | -16.1% | -6.1% | -24.4% |
| 30D | -38.3% | -10.4% | -27.9% | -39.7% |
| 3M | -59.4% | -2.4% | -57.0% | -60.1% |
| 6M | -74.4% | -4.4% | -69.9% | -74.5% |
| YTD | -76.0% | +64.9% | -140.9% | -79.1% |
| 1Y | -78.7% | +66.0% | -144.7% | -82.1% |
| All | -78.7% | +67.8% | -146.5% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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