+105.6%
EOG vs OPEN
-94.2%
+199.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.4% |
| 7D | +4.6% | -31.1% | +35.6% | +5.3% |
| 30D | +2.9% | -34.7% | +37.5% | +3.6% |
| 3M | +8.0% | -61.9% | +69.8% | +10.1% |
| 6M | +17.0% | -71.9% | +88.8% | +20.0% |
| YTD | +51.1% | -76.6% | +127.7% | +55.3% |
| 1Y | +45.1% | -83.9% | +129.0% | +50.6% |
| 3Y | +39.4% | -34.4% | +73.8% | +29.8% |
| 5Y | +105.6% | -93.9% | +199.5% | +115.7% |
| All | +105.6% | -94.2% | +199.8% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling