+270.0%
EOG vs OPEN
-74.0%
+344.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +0.4% |
| 7D | +1.0% | -10.5% | +11.6% | +1.2% |
| 30D | +2.8% | -21.8% | +24.6% | +3.3% |
| 3M | +5.9% | -37.5% | +43.4% | +6.7% |
| 6M | +17.1% | -44.1% | +61.2% | +18.1% |
| YTD | +43.9% | -52.0% | +95.9% | +45.5% |
| 1Y | +26.9% | -52.2% | +79.1% | +27.1% |
| 3Y | +23.6% | -25.9% | +49.5% | +17.9% |
| 5Y | +178.1% | -85.1% | +263.2% | +161.6% |
| All | +270.0% | -74.0% | +344.0% | +232.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling