+251.2%
XOP vs OPEN
-86.9%
+338.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | -10.0% | -21.7% | +11.6% | -9.3% |
| 30D | -9.1% | -36.5% | +27.4% | -7.7% |
| 3M | +5.1% | -59.5% | +64.6% | +8.6% |
| 6M | +6.4% | -71.9% | +78.2% | +11.4% |
| YTD | +39.7% | -75.8% | +115.5% | +46.6% |
| 1Y | +37.2% | -78.5% | +115.7% | +44.2% |
| 3Y | +37.6% | -30.2% | +67.8% | +24.9% |
| 5Y | +76.5% | -93.3% | +169.8% | +69.5% |
| All | +251.2% | -86.9% | +338.1% | +212.8% |
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 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