+3.2%
SLB vs OPEN
-17.1%
+20.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.2% |
| 7D | +0.8% | -4.3% | +5.1% | +1.0% |
| 30D | +15.8% | -16.2% | +32.0% | +16.4% |
| 3M | -0.3% | -36.4% | +36.0% | +1.0% |
| 6M | +21.3% | -35.5% | +56.8% | +22.7% |
| YTD | +52.3% | -46.0% | +98.3% | +54.7% |
| 1Y | +63.6% | -47.1% | +110.8% | +64.1% |
| All | +3.2% | -17.1% | +20.3% | +1.0% |
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