-87.0%
OPEN vs EIX
+36.7%
-123.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.5% | -19.3% | -20.5% |
| 7D | -22.2% | +1.0% | -23.2% | -22.2% |
| 30D | -38.3% | +9.1% | -47.4% | -40.6% |
| 3M | -59.4% | -10.2% | -49.1% | -58.2% |
| 6M | -74.4% | -11.2% | -63.1% | -73.8% |
| YTD | -76.0% | +4.5% | -80.5% | -78.1% |
| 1Y | -78.7% | +10.9% | -89.5% | -81.3% |
| 3Y | -30.0% | +8.4% | -38.4% | -37.3% |
| 5Y | -93.7% | +18.0% | -111.7% | -94.3% |
| All | -87.0% | +36.7% | -123.7% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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