+174.0%
EOG vs OPEN
-84.0%
+258.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.7% | +0.2% |
| 7D | -2.0% | +1.0% | -3.0% | -2.0% |
| 30D | +7.9% | -11.9% | +19.8% | +8.2% |
| 3M | +4.5% | -28.8% | +33.3% | +5.2% |
| 6M | +12.3% | -38.6% | +50.9% | +13.3% |
| YTD | +41.9% | -47.3% | +89.2% | +43.5% |
| 1Y | +27.8% | -49.2% | +77.0% | +27.9% |
| 3Y | +21.8% | -18.8% | +40.6% | +14.7% |
| 5Y | +174.0% | -83.6% | +257.6% | +172.9% |
| All | +174.0% | -84.0% | +258.0% | +172.9% |
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