-16.8%
OPEN vs CVE
+72.1%
-88.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.0% |
| 7D | -4.3% | +2.5% | -6.8% | -4.9% |
| 30D | -16.2% | +16.7% | -33.0% | -19.8% |
| 3M | -36.4% | +9.3% | -45.6% | -38.1% |
| 6M | -35.5% | +43.6% | -79.0% | -43.7% |
| YTD | -46.0% | +93.6% | -139.6% | -58.0% |
| 1Y | -47.1% | +98.8% | -145.9% | -59.7% |
| All | -16.8% | +72.1% | -88.8% | -38.7% |
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