+242.5%
SHEL vs OPEN
-70.7%
+313.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.7% |
| 7D | +2.2% | -4.3% | +6.5% | +2.3% |
| 30D | +6.8% | -16.2% | +23.1% | +7.1% |
| 3M | +8.1% | -36.4% | +44.5% | +8.8% |
| 6M | +14.4% | -35.5% | +49.9% | +15.0% |
| YTD | +30.0% | -46.0% | +75.9% | +30.9% |
| 1Y | +33.3% | -47.1% | +80.5% | +33.4% |
| 3Y | +66.4% | -19.0% | +85.5% | +60.5% |
| 5Y | +178.6% | -83.6% | +262.1% | +165.1% |
| All | +242.5% | -70.7% | +313.2% | +200.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling