+211.6%
XOM vs OPEN
-94.8%
+306.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +0.5% |
| 7D | +2.8% | -15.0% | +17.8% | +3.0% |
| 30D | -3.6% | -40.2% | +36.6% | -3.3% |
| 3M | +8.2% | -67.4% | +75.6% | +9.3% |
| 6M | +14.0% | -74.0% | +88.1% | +15.3% |
| YTD | +44.6% | -79.6% | +124.2% | +46.5% |
| 1Y | +47.8% | -86.1% | +133.9% | +50.4% |
| 3Y | +79.6% | -41.4% | +120.9% | +72.4% |
| All | +211.6% | -94.8% | +306.4% | +208.0% |
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 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