+221.9%
OXY vs OPEN
-88.9%
+310.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.7% |
| 7D | +4.2% | -15.0% | +19.2% | +4.7% |
| 30D | -4.3% | -40.2% | +35.9% | -3.1% |
| 3M | +2.3% | -67.4% | +69.7% | +5.4% |
| 6M | +5.5% | -74.0% | +79.6% | +9.3% |
| YTD | +44.9% | -79.6% | +124.5% | +50.7% |
| 1Y | +42.6% | -86.1% | +128.7% | +50.1% |
| 3Y | +0.7% | -41.4% | +42.1% | -6.8% |
| 5Y | +96.9% | -94.9% | +191.7% | +98.2% |
| All | +221.9% | -88.9% | +310.8% | +167.0% |
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