+263.1%
SHEL vs OPEN
-88.5%
+351.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.5% | +10.2% | +0.9% |
| 7D | -1.6% | -31.0% | +29.4% | -1.0% |
| 30D | -4.3% | -41.5% | +37.2% | -3.6% |
| 3M | +10.4% | -64.6% | +75.0% | +12.1% |
| 6M | +17.5% | -73.8% | +91.3% | +19.8% |
| YTD | +37.8% | -78.8% | +116.6% | +40.8% |
| 1Y | +33.8% | -86.8% | +120.6% | +37.7% |
| 3Y | +69.1% | -40.6% | +109.7% | +63.3% |
| 5Y | +165.7% | -94.7% | +260.4% | +156.1% |
| All | +263.1% | -88.5% | +351.6% | +222.8% |
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 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