-2.8%
XLC vs OPEN
-50.2%
+47.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.5% |
| 7D | -1.4% | -2.9% | +1.5% | -1.3% |
| 30D | -0.9% | -13.8% | +12.9% | -0.3% |
| 3M | -0.3% | -30.9% | +30.6% | +0.9% |
| 6M | -5.2% | -40.9% | +35.8% | -3.7% |
| YTD | -5.3% | -48.5% | +43.2% | -3.6% |
| 1Y | -2.8% | -50.9% | +48.1% | -1.4% |
| All | -2.8% | -50.2% | +47.4% | -1.4% |
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