+66.8%
SHEL vs OPEN
-34.1%
+100.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.6% |
| 7D | -3.9% | -31.1% | +27.1% | -3.6% |
| 30D | -3.7% | -34.7% | +31.0% | -3.3% |
| 3M | +9.1% | -61.9% | +71.0% | +10.1% |
| 6M | +16.7% | -71.9% | +88.6% | +18.2% |
| YTD | +36.8% | -76.6% | +113.4% | +38.7% |
| 1Y | +31.8% | -83.9% | +115.7% | +34.2% |
| All | +66.8% | -34.1% | +100.8% | +60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling