-37.0%
OPEN vs CVE
+68.0%
-105.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.3% | -7.4% | -7.1% |
| 7D | -24.7% | -10.0% | -14.7% | -23.4% |
| 30D | -41.0% | -11.9% | -29.1% | -40.0% |
| 3M | -62.4% | -5.9% | -56.4% | -62.5% |
| 6M | -73.9% | -1.6% | -72.3% | -74.5% |
| YTD | -77.5% | +66.3% | -143.8% | -82.3% |
| 1Y | -83.6% | +57.5% | -141.1% | -86.8% |
| 3Y | -37.0% | +65.4% | -102.4% | -52.6% |
| All | -37.0% | +68.0% | -105.0% | -52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling