+7.5%
XEL vs OPEN
-56.1%
+63.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -0.9% |
| 7D | -1.2% | -10.5% | +9.3% | -1.1% |
| 30D | -2.9% | -21.8% | +18.9% | -2.6% |
| 3M | -2.7% | -37.5% | +34.8% | -2.3% |
| 6M | -6.5% | -44.1% | +37.6% | -6.1% |
| YTD | +3.6% | -52.0% | +55.6% | +4.4% |
| 1Y | +7.5% | -52.2% | +59.7% | +8.0% |
| All | +7.5% | -56.1% | +63.6% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling