+105.9%
XLC vs OPEN
-88.5%
+194.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.5% | +8.6% | -0.3% |
| 7D | +3.1% | -31.0% | +34.1% | +5.6% |
| 30D | -4.2% | -41.5% | +37.3% | -0.9% |
| 3M | -2.1% | -64.6% | +62.5% | +4.9% |
| 6M | -6.6% | -73.8% | +67.2% | +1.9% |
| YTD | -7.8% | -78.8% | +71.0% | +1.4% |
| 1Y | -4.1% | -86.8% | +82.7% | +8.8% |
| 3Y | +62.6% | -40.6% | +103.2% | +43.0% |
| 5Y | +39.6% | -94.7% | +134.3% | +36.1% |
| All | +105.9% | -88.5% | +194.4% | +84.1% |
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 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