+256.5%
SHEL vs OPEN
-74.0%
+330.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +4.1% | -11.4% | +15.5% | +4.3% |
| 30D | +8.4% | -20.1% | +28.4% | +8.8% |
| 3M | +13.7% | -37.6% | +51.3% | +14.5% |
| 6M | +12.7% | -47.1% | +59.8% | +13.7% |
| YTD | +35.3% | -52.1% | +87.5% | +36.6% |
| 1Y | +39.4% | -73.5% | +112.8% | +41.7% |
| 3Y | +71.5% | -24.4% | +95.8% | +65.4% |
| 5Y | +195.0% | -85.1% | +280.1% | +181.4% |
| All | +256.5% | -74.0% | +330.6% | +213.2% |
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 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