+283.1%
XOP vs OPEN
-70.7%
+353.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -0.9% |
| 7D | +2.6% | -4.3% | +6.8% | +2.7% |
| 30D | +15.4% | -16.2% | +31.7% | +16.2% |
| 3M | +12.1% | -36.4% | +48.4% | +13.9% |
| 6M | +19.7% | -35.5% | +55.1% | +21.2% |
| YTD | +52.4% | -46.0% | +98.4% | +55.2% |
| 1Y | +47.6% | -47.1% | +94.7% | +47.4% |
| 3Y | +34.4% | -19.0% | +53.4% | +22.9% |
| 5Y | +154.4% | -83.6% | +238.0% | +136.4% |
| All | +283.1% | -70.7% | +353.8% | +231.2% |
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