+97.5%
OXY vs OPEN
-94.8%
+192.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.7% |
| 7D | +4.2% | -15.0% | +19.2% | +4.6% |
| 30D | -4.3% | -40.2% | +35.9% | -3.4% |
| 3M | +2.3% | -67.4% | +69.7% | +4.8% |
| 6M | +5.5% | -74.0% | +79.6% | +8.5% |
| YTD | +44.9% | -79.6% | +124.5% | +49.6% |
| 1Y | +42.6% | -86.1% | +128.7% | +48.7% |
| 3Y | +0.7% | -41.4% | +42.1% | -6.3% |
| All | +97.5% | -94.8% | +192.3% | +115.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling