+13.0%
APH vs SHEL
+35.6%
-22.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.2% | +8.4% | +8.2% |
| 7D | +1.1% | -5.8% | +6.9% | +0.7% |
| 30D | -7.5% | -1.3% | -6.2% | -7.6% |
| 3M | -4.4% | +12.7% | -17.1% | -3.9% |
| 6M | +26.5% | +19.9% | +6.6% | +28.0% |
| YTD | +20.0% | +38.3% | -18.2% | +10.4% |
| All | +13.0% | +35.6% | -22.6% | +2.3% |
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