+76.4%
SLB vs OPEN
-94.8%
+171.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.6% |
| 7D | +3.5% | -15.0% | +18.5% | +4.0% |
| 30D | +6.5% | -40.2% | +46.7% | +8.0% |
| 3M | -0.2% | -67.4% | +67.2% | +3.1% |
| 6M | -5.7% | -74.0% | +68.3% | -2.1% |
| YTD | +36.8% | -79.6% | +116.4% | +42.9% |
| 1Y | +45.8% | -86.1% | +131.9% | +53.7% |
| 3Y | +3.4% | -41.4% | +44.7% | -1.1% |
| All | +76.4% | -94.8% | +171.2% | +101.5% |
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