+166.9%
XLE vs OPEN
-94.8%
+261.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.1% |
| 7D | +5.4% | -15.0% | +20.4% | +5.7% |
| 30D | -3.9% | -40.2% | +36.3% | -3.1% |
| 3M | +7.0% | -67.4% | +74.4% | +9.3% |
| 6M | +14.2% | -74.0% | +88.2% | +17.0% |
| YTD | +48.2% | -79.6% | +127.8% | +52.4% |
| 1Y | +47.7% | -86.1% | +133.8% | +53.2% |
| 3Y | +70.0% | -41.4% | +111.4% | +60.8% |
| All | +166.9% | -94.8% | +261.8% | +175.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling