+122,851.5%
AAPL vs SHEL
+2,460.3%
+120,391.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +0.1% | +2.2% | -2.2% | -0.4% |
| 30D | +3.0% | +6.8% | -3.9% | +1.5% |
| 3M | +2.9% | +8.1% | -5.2% | +1.0% |
| 6M | +22.1% | +14.4% | +7.7% | +18.1% |
| YTD | +18.0% | +30.0% | -11.9% | +10.8% |
| 1Y | +33.9% | +33.3% | +0.6% | +24.9% |
| 3Y | +71.2% | +66.4% | +4.7% | +51.5% |
| 5Y | +112.6% | +178.6% | -66.0% | +66.3% |
| 10Y | +1,198.8% | +198.4% | +1,000.4% | +863.4% |
| All | +122,851.5% | +2,460.3% | +120,391.3% | +77,023.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling