-86.9%
OPEN vs XME
+392.7%
-479.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.8% | -3.9% |
| 7D | -21.7% | +0.9% | -22.6% | -23.0% |
| 30D | -36.5% | -7.3% | -29.2% | -32.9% |
| 3M | -59.5% | -14.8% | -44.8% | -54.1% |
| 6M | -71.9% | -18.4% | -53.5% | -67.2% |
| YTD | -75.8% | -4.7% | -71.1% | -75.5% |
| 1Y | -78.5% | +5.7% | -84.2% | -80.0% |
| 3Y | -30.2% | +104.0% | -134.2% | -61.5% |
| 5Y | -93.3% | +122.4% | -215.7% | -96.2% |
| All | -86.9% | +392.7% | -479.6% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling