+24.3%
XLP vs OPEN
-72.7%
+97.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +13.8% | -10.4% | +3.3% |
| 7D | +5.9% | +3.7% | +2.2% | +5.8% |
| 30D | +13.5% | -14.3% | +27.7% | +13.2% |
| 3M | +8.4% | -51.9% | +60.3% | +7.9% |
| 6M | +11.5% | -61.4% | +73.0% | +10.9% |
| YTD | +20.6% | -66.0% | +86.7% | +20.1% |
| 1Y | +24.3% | -71.4% | +95.7% | +23.6% |
| All | +24.3% | -72.7% | +97.0% | +23.6% |
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 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