+58.8%
XOM vs OPEN
-21.9%
+80.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.5% | +2.2% |
| 7D | 0.0% | -2.9% | +3.0% | +0.1% |
| 30D | +3.4% | -13.8% | +17.2% | +3.5% |
| 3M | +11.0% | -30.9% | +41.9% | +11.0% |
| 6M | +10.6% | -40.9% | +51.6% | +10.7% |
| YTD | +39.2% | -48.5% | +87.8% | +39.4% |
| 1Y | +52.7% | -50.9% | +103.6% | +52.6% |
| All | +58.8% | -21.9% | +80.6% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling