+46.9%
XEL vs OPEN
-21.9%
+68.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.9% |
| 7D | +0.9% | -2.9% | +3.8% | +1.0% |
| 30D | -0.9% | -13.8% | +12.9% | -0.6% |
| 3M | -1.4% | -30.9% | +29.5% | -0.9% |
| 6M | -5.8% | -40.9% | +35.1% | -5.1% |
| YTD | +4.7% | -48.5% | +53.2% | +5.6% |
| 1Y | +9.1% | -50.9% | +60.0% | +9.3% |
| All | +46.9% | -21.9% | +68.8% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling