+163.3%
SHEL vs OPEN
-94.2%
+257.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.5% |
| 7D | -3.9% | -31.1% | +27.1% | -3.3% |
| 30D | -3.7% | -34.7% | +31.0% | -3.0% |
| 3M | +9.1% | -61.9% | +71.0% | +11.0% |
| 6M | +16.7% | -71.9% | +88.6% | +19.3% |
| YTD | +36.8% | -76.6% | +113.4% | +40.1% |
| 1Y | +31.8% | -83.9% | +115.7% | +35.9% |
| 3Y | +67.9% | -34.4% | +102.3% | +60.1% |
| 5Y | +163.3% | -93.9% | +257.3% | +177.5% |
| All | +163.3% | -94.2% | +257.5% | +177.5% |
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