+183.4%
SLB vs OPEN
-87.8%
+271.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.1% | +6.1% | -0.7% |
| 7D | -4.3% | -24.7% | +20.4% | -3.6% |
| 30D | +1.9% | -41.0% | +42.9% | +3.4% |
| 3M | -5.7% | -62.4% | +56.6% | -3.1% |
| 6M | -5.3% | -73.9% | +68.5% | -1.8% |
| YTD | +32.2% | -77.5% | +109.7% | +37.4% |
| 1Y | +38.5% | -83.6% | +122.1% | +45.0% |
| 3Y | +1.1% | -37.0% | +38.1% | -3.1% |
| 5Y | +70.3% | -93.3% | +163.6% | +69.3% |
| All | +183.4% | -87.8% | +271.2% | +145.9% |
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