+791.3%
ANET vs SHEL
+191.1%
+600.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.8% | +4.8% | +5.3% |
| 7D | +3.0% | +4.1% | -1.1% | +1.7% |
| 30D | -5.2% | +8.4% | -13.6% | -7.7% |
| 3M | +27.6% | +13.7% | +13.9% | +22.0% |
| 6M | +44.4% | +12.7% | +31.7% | +38.4% |
| YTD | +52.3% | +35.3% | +17.0% | +36.8% |
| 1Y | +30.4% | +39.4% | -8.9% | +15.8% |
| 3Y | +313.3% | +71.5% | +241.8% | +241.8% |
| All | +791.3% | +191.1% | +600.2% | +572.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling