+78.6%
XLP vs OPEN
-87.0%
+165.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -21.8% | +20.5% | -1.0% |
| 7D | +0.7% | -22.2% | +23.0% | +1.1% |
| 30D | +10.3% | -38.3% | +48.6% | +10.9% |
| 3M | +6.5% | -59.4% | +65.9% | +7.8% |
| 6M | +8.4% | -74.4% | +82.7% | +10.2% |
| YTD | +18.2% | -76.0% | +94.2% | +20.1% |
| 1Y | +22.4% | -78.7% | +101.1% | +24.5% |
| 3Y | +41.9% | -30.0% | +71.9% | +37.8% |
| 5Y | +40.9% | -93.7% | +134.6% | +36.2% |
| All | +78.6% | -87.0% | +165.6% | +67.1% |
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 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