-52.2%
OPEN vs XME
+37.7%
-89.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -3.0% | -3.5% |
| 7D | -10.5% | -3.0% | -7.5% | -8.0% |
| 30D | -21.8% | -2.6% | -19.2% | -19.9% |
| 3M | -37.5% | +2.2% | -39.7% | -39.1% |
| 6M | -44.1% | +0.7% | -44.8% | -45.1% |
| YTD | -52.0% | +10.9% | -62.9% | -58.2% |
| 1Y | -52.2% | +35.7% | -87.9% | -61.9% |
| All | -52.2% | +37.7% | -89.9% | -61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling