+43.6%
XLE vs OPEN
-81.0%
+124.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.8% | +21.8% | -0.6% |
| 7D | -12.0% | -22.2% | +10.2% | -12.4% |
| 30D | -2.7% | -38.3% | +35.6% | -3.7% |
| 3M | +6.6% | -59.4% | +65.9% | +5.0% |
| 6M | +9.5% | -74.4% | +83.9% | +8.1% |
| YTD | +40.6% | -76.0% | +116.5% | +38.3% |
| 1Y | +43.6% | -78.7% | +122.3% | +41.1% |
| All | +43.6% | -81.0% | +124.6% | +41.1% |
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 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