+291.7%
XOP vs OPEN
-72.1%
+363.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +0.7% |
| 7D | +1.0% | -2.9% | +3.9% | +1.1% |
| 30D | +10.8% | -13.8% | +24.6% | +11.5% |
| 3M | +19.5% | -30.9% | +50.3% | +21.0% |
| 6M | +21.6% | -40.9% | +62.5% | +23.7% |
| YTD | +55.8% | -48.5% | +104.4% | +59.1% |
| 1Y | +54.6% | -50.9% | +105.5% | +55.1% |
| 3Y | +36.6% | -20.6% | +57.3% | +25.0% |
| 5Y | +160.6% | -84.2% | +244.8% | +142.6% |
| All | +291.7% | -72.1% | +363.8% | +239.4% |
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