+294.2%
XLE vs OPEN
-87.0%
+381.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.8% | +21.8% | +0.3% |
| 7D | -12.0% | -22.2% | +10.2% | -11.7% |
| 30D | -2.7% | -38.3% | +35.6% | -2.1% |
| 3M | +6.6% | -59.4% | +65.9% | +8.1% |
| 6M | +9.5% | -74.4% | +83.9% | +12.0% |
| YTD | +40.6% | -76.0% | +116.5% | +43.6% |
| 1Y | +43.6% | -78.7% | +122.3% | +46.8% |
| 3Y | +58.1% | -30.0% | +88.1% | +51.1% |
| 5Y | +152.2% | -93.7% | +245.9% | +141.2% |
| All | +294.2% | -87.0% | +381.2% | +254.7% |
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