-1.7%
XLC vs OPEN
-56.1%
+54.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.4% |
| 7D | +0.6% | +1.0% | -0.4% | +0.5% |
| 30D | +0.2% | -11.9% | +12.2% | +0.7% |
| 3M | +0.6% | -28.8% | +29.4% | +1.8% |
| 6M | -4.5% | -38.6% | +34.1% | -3.1% |
| YTD | -4.7% | -47.3% | +42.6% | -3.1% |
| 1Y | -1.7% | -49.2% | +47.5% | -0.3% |
| All | -1.7% | -56.1% | +54.5% | -0.3% |
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