+183.5%
SLB vs OPEN
-87.0%
+270.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -21.8% | +22.4% | +1.2% |
| 7D | -7.1% | -22.2% | +15.1% | -6.5% |
| 30D | +4.1% | -38.3% | +42.4% | +5.4% |
| 3M | -2.6% | -59.4% | +56.7% | -0.2% |
| 6M | -8.6% | -74.4% | +65.8% | -5.1% |
| YTD | +32.2% | -76.0% | +108.2% | +37.2% |
| 1Y | +40.7% | -78.7% | +119.3% | +46.0% |
| 3Y | -4.5% | -30.0% | +25.5% | -8.8% |
| 5Y | +66.4% | -93.7% | +160.1% | +65.6% |
| All | +183.5% | -87.0% | +270.4% | +145.5% |
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 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