+262,336.6%
AMZN vs SHEL
+648.2%
+261,688.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.5% |
| 7D | +0.8% | +1.9% | -1.1% | +0.1% |
| 30D | -6.4% | +8.7% | -15.0% | -9.2% |
| 3M | +4.8% | +11.0% | -6.2% | +0.7% |
| 6M | +20.5% | +14.6% | +6.0% | +14.1% |
| YTD | +11.3% | +33.3% | -22.0% | -0.6% |
| 1Y | +9.0% | +37.9% | -28.9% | -4.0% |
| 3Y | +85.9% | +69.7% | +16.2% | +50.4% |
| 5Y | +45.8% | +190.2% | -144.4% | -5.6% |
| 10Y | +555.5% | +197.0% | +358.5% | +277.4% |
| All | +262,336.6% | +648.2% | +261,688.4% | +59,175.2% |
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