+299.9%
EOG vs OPEN
-88.9%
+388.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.4% | +1.8% |
| 7D | +7.6% | -15.0% | +22.6% | +7.9% |
| 30D | +3.4% | -40.2% | +43.6% | +4.1% |
| 3M | +12.7% | -67.4% | +80.1% | +14.8% |
| 6M | +19.0% | -74.0% | +93.0% | +21.6% |
| YTD | +55.6% | -79.6% | +135.2% | +59.5% |
| 1Y | +49.5% | -86.1% | +135.6% | +54.5% |
| 3Y | +43.2% | -41.4% | +84.5% | +36.0% |
| 5Y | +111.8% | -94.9% | +206.7% | +101.5% |
| All | +299.9% | -88.9% | +388.9% | +264.3% |
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