+191.5%
SHEL vs OPEN
-83.6%
+275.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.1% | +2.6% |
| 7D | +1.9% | +1.0% | +0.9% | +1.9% |
| 30D | +8.7% | -11.9% | +20.6% | +8.9% |
| 3M | +11.0% | -28.8% | +39.7% | +11.6% |
| 6M | +14.6% | -38.6% | +53.2% | +15.4% |
| YTD | +33.3% | -47.3% | +80.6% | +34.6% |
| 1Y | +37.9% | -49.2% | +87.0% | +38.1% |
| 3Y | +69.7% | -18.8% | +88.5% | +62.2% |
| All | +191.5% | -83.6% | +275.1% | +185.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling