+51.1%
XOM vs OPEN
-56.1%
+107.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +0.5% |
| 7D | +1.9% | -10.5% | +12.4% | +1.7% |
| 30D | +4.1% | -21.8% | +25.9% | +3.8% |
| 3M | +10.4% | -37.5% | +47.9% | +9.9% |
| 6M | +13.0% | -44.1% | +57.1% | +12.5% |
| YTD | +40.1% | -52.0% | +92.0% | +39.4% |
| 1Y | +51.1% | -52.2% | +103.3% | +50.4% |
| All | +51.1% | -56.1% | +107.2% | +50.4% |
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