+235.1%
OXY vs OPEN
-74.0%
+309.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.4% |
| 7D | +1.4% | -10.5% | +11.9% | +1.7% |
| 30D | +4.0% | -21.8% | +25.8% | +4.8% |
| 3M | +7.6% | -37.5% | +45.1% | +8.9% |
| 6M | +16.2% | -44.1% | +60.3% | +17.8% |
| YTD | +50.8% | -52.0% | +102.8% | +53.4% |
| 1Y | +34.7% | -52.2% | +86.9% | +34.9% |
| 3Y | -1.0% | -25.9% | +24.9% | -7.7% |
| 5Y | +163.2% | -85.1% | +248.3% | +155.2% |
| All | +235.1% | -74.0% | +309.0% | +171.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling