+41.0%
XEL vs OPEN
-74.0%
+115.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -0.3% | -11.4% | +11.1% | -0.1% |
| 30D | -3.9% | -20.1% | +16.1% | -3.7% |
| 3M | -2.8% | -37.6% | +34.8% | -2.3% |
| 6M | -5.4% | -47.1% | +41.7% | -4.7% |
| YTD | +3.8% | -52.1% | +55.9% | +4.5% |
| 1Y | +6.8% | -73.5% | +80.3% | +8.2% |
| 3Y | +45.6% | -24.4% | +70.0% | +42.3% |
| 5Y | +30.7% | -85.1% | +115.8% | +22.1% |
| All | +41.0% | -74.0% | +115.1% | +28.3% |
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