+269.3%
XOP vs OPEN
-88.5%
+357.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.5% | +11.2% | +2.0% |
| 7D | +5.2% | -31.0% | +36.2% | +6.6% |
| 30D | -8.4% | -41.5% | +33.1% | -6.7% |
| 3M | +2.9% | -64.6% | +67.6% | +7.0% |
| 6M | +8.8% | -73.8% | +82.6% | +14.2% |
| YTD | +46.9% | -78.8% | +125.7% | +54.9% |
| 1Y | +41.5% | -86.8% | +128.3% | +52.1% |
| 3Y | +43.1% | -40.6% | +83.7% | +30.8% |
| 5Y | +92.2% | -94.7% | +186.9% | +86.2% |
| All | +269.3% | -88.5% | +357.8% | +230.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling