+161.6%
OXY vs OPEN
-84.0%
+245.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.1% |
| 7D | +0.6% | -2.9% | +3.6% | +0.7% |
| 30D | +4.5% | -13.8% | +18.3% | +4.9% |
| 3M | +8.9% | -30.9% | +39.8% | +9.7% |
| 6M | +12.5% | -40.9% | +53.4% | +13.6% |
| YTD | +50.5% | -48.5% | +99.0% | +52.4% |
| 1Y | +38.6% | -50.9% | +89.5% | +38.7% |
| 3Y | -1.2% | -20.6% | +19.4% | -7.5% |
| 5Y | +161.6% | -84.2% | +245.8% | +174.5% |
| All | +161.6% | -84.0% | +245.6% | +174.5% |
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