-5.8%
XLC vs OPEN
-72.7%
+66.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.8% | -10.3% | +2.3% |
| 7D | +1.8% | +3.7% | -1.9% | +1.4% |
| 30D | -6.0% | -14.3% | +8.3% | -5.1% |
| 3M | -6.0% | -51.9% | +45.9% | -1.3% |
| 6M | -9.1% | -61.4% | +52.3% | -3.6% |
| YTD | -10.0% | -66.0% | +56.0% | -4.7% |
| 1Y | -5.8% | -71.4% | +65.6% | +0.2% |
| All | -5.8% | -72.7% | +66.9% | +0.2% |
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