+343.0%
XOM vs OPEN
-70.7%
+413.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | +1.8% | -4.3% | +6.0% | +1.8% |
| 30D | +5.9% | -16.2% | +22.1% | +6.0% |
| 3M | +5.6% | -36.4% | +41.9% | +5.8% |
| 6M | +7.9% | -35.5% | +43.3% | +8.1% |
| YTD | +35.2% | -46.0% | +81.1% | +35.6% |
| 1Y | +46.0% | -47.1% | +93.1% | +45.9% |
| 3Y | +55.0% | -19.0% | +74.0% | +51.7% |
| 5Y | +246.3% | -83.6% | +329.9% | +228.6% |
| All | +343.0% | -70.7% | +413.7% | +298.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling