+45.0%
AAPL vs SHEL
+39.6%
+5.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.8% |
| 7D | +3.8% | +4.1% | -0.3% | +4.1% |
| 30D | +9.9% | +8.4% | +1.6% | +10.4% |
| 3M | +12.5% | +13.7% | -1.2% | +12.8% |
| 6M | +27.6% | +12.7% | +14.9% | +27.4% |
| YTD | +22.6% | +35.3% | -12.8% | +19.7% |
| 1Y | +45.0% | +39.4% | +5.6% | +42.0% |
| All | +45.0% | +39.6% | +5.4% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 1y: compounded portfolio wealth divided by compounded SHEL 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…
1y analysis · Full analysis span regression · 6 months rolling