+84.5%
AAPL vs SHEL
+69.1%
+15.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.5% |
| 7D | -0.5% | +3.9% | -4.4% | -1.4% |
| 30D | +7.1% | +7.0% | +0.1% | +5.5% |
| 3M | +12.1% | +12.5% | -0.4% | +8.8% |
| 6M | +25.4% | +14.8% | +10.7% | +20.3% |
| YTD | +20.5% | +34.2% | -13.7% | +9.2% |
| 1Y | +44.5% | +37.0% | +7.5% | +29.8% |
| All | +84.5% | +69.1% | +15.5% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling