+47.0%
CVX vs OPEN
-72.7%
+119.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.8% | -17.5% | -3.0% |
| 7D | -5.3% | +3.7% | -9.0% | -5.0% |
| 30D | +5.1% | -14.3% | +19.4% | +4.7% |
| 3M | +14.9% | -51.9% | +66.9% | +12.6% |
| 6M | +14.9% | -61.4% | +76.3% | +12.4% |
| YTD | +46.3% | -66.0% | +112.4% | +43.0% |
| 1Y | +47.0% | -71.4% | +118.4% | +43.4% |
| All | +47.0% | -72.7% | +119.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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