+80.6%
XLP vs OPEN
-88.5%
+169.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.5% | +9.1% | -0.3% |
| 7D | -0.2% | -31.0% | +30.8% | +0.3% |
| 30D | +8.2% | -41.5% | +49.6% | +8.9% |
| 3M | +7.7% | -64.6% | +72.3% | +9.2% |
| 6M | +9.3% | -73.8% | +83.1% | +11.1% |
| YTD | +19.5% | -78.8% | +98.3% | +21.6% |
| 1Y | +21.0% | -86.8% | +107.8% | +24.0% |
| 3Y | +43.2% | -40.6% | +83.9% | +39.4% |
| 5Y | +42.7% | -94.7% | +137.4% | +38.2% |
| All | +80.6% | -88.5% | +169.1% | +69.2% |
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