+162.4%
XOP vs OPEN
-84.0%
+246.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +1.8% |
| 7D | +0.6% | +1.0% | -0.4% | +0.6% |
| 30D | +16.5% | -11.9% | +28.4% | +17.1% |
| 3M | +15.7% | -28.8% | +44.5% | +17.1% |
| 6M | +19.2% | -38.6% | +57.8% | +21.1% |
| YTD | +55.0% | -47.3% | +102.3% | +58.2% |
| 1Y | +54.2% | -49.2% | +103.4% | +54.3% |
| 3Y | +35.9% | -18.8% | +54.7% | +23.3% |
| 5Y | +162.4% | -83.6% | +246.0% | +161.8% |
| All | +162.4% | -84.0% | +246.5% | +161.8% |
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