-72.2%
OPEN vs XME
+495.3%
-567.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.7% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | -13.8% | +1.4% | -15.2% | -14.8% |
| 3M | -30.9% | +2.7% | -33.6% | -33.2% |
| 6M | -40.9% | +6.5% | -47.5% | -44.9% |
| YTD | -48.5% | +15.2% | -63.7% | -55.2% |
| 1Y | -50.9% | +43.5% | -94.4% | -64.8% |
| 3Y | -20.6% | +135.9% | -156.5% | -60.9% |
| 5Y | -84.2% | +181.5% | -265.6% | -92.5% |
| All | -72.2% | +495.3% | -567.5% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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