+261.8%
XOM vs OPEN
-84.0%
+345.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.6% |
| 3M | +11.0% | -30.9% | +41.9% | +11.4% |
| 6M | +10.6% | -40.9% | +51.6% | +11.1% |
| YTD | +39.2% | -48.5% | +87.8% | +40.0% |
| 1Y | +52.7% | -50.9% | +103.6% | +52.8% |
| 3Y | +56.8% | -20.6% | +77.4% | +51.6% |
| 5Y | +261.8% | -84.2% | +345.9% | +257.8% |
| All | +261.8% | -84.0% | +345.7% | +257.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling