+1,582.8%
ASML vs SHEL
+207.9%
+1,374.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.5% |
| 7D | +2.5% | -3.9% | +6.5% | +4.3% |
| 30D | -12.2% | -3.7% | -8.5% | -10.9% |
| 3M | -14.6% | +9.1% | -23.7% | -18.1% |
| 6M | -1.7% | +16.7% | -18.4% | -8.9% |
| YTD | +44.3% | +36.8% | +7.5% | +23.4% |
| 1Y | +51.0% | +31.8% | +19.2% | +31.2% |
| 3Y | +137.6% | +67.9% | +69.7% | +83.6% |
| 5Y | +92.7% | +163.3% | -70.6% | +19.1% |
| 10Y | +1,582.8% | +210.7% | +1,372.1% | +914.9% |
| All | +1,582.8% | +207.9% | +1,374.9% | +914.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling