+202.6%
CVX vs OPEN
-87.0%
+289.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -21.8% | +21.6% | +0.1% |
| 7D | -9.7% | -22.2% | +12.5% | -9.5% |
| 30D | +3.6% | -38.3% | +42.0% | +4.1% |
| 3M | +13.3% | -59.4% | +72.7% | +14.5% |
| 6M | +16.9% | -74.4% | +91.2% | +18.7% |
| YTD | +43.4% | -76.0% | +119.4% | +45.5% |
| 1Y | +44.5% | -78.7% | +123.2% | +46.7% |
| 3Y | +64.0% | -30.0% | +94.0% | +58.4% |
| 5Y | +126.4% | -93.7% | +220.2% | +114.0% |
| All | +202.6% | -87.0% | +289.6% | +174.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling