+68.4%
XLE vs OPEN
-40.3%
+108.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.5% | +11.0% | +1.6% |
| 7D | +4.4% | -31.0% | +35.4% | +4.7% |
| 30D | -4.3% | -41.5% | +37.2% | -3.9% |
| 3M | +6.0% | -64.6% | +70.6% | +7.1% |
| 6M | +13.2% | -73.8% | +87.0% | +14.7% |
| YTD | +46.7% | -78.8% | +125.6% | +48.9% |
| 1Y | +46.6% | -86.8% | +133.4% | +49.8% |
| All | +68.4% | -40.3% | +108.7% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling