+310.6%
BE vs SHEL
+38.4%
+272.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.1% |
| 7D | +9.7% | +3.9% | +5.8% | +8.7% |
| 30D | +22.4% | +7.0% | +15.4% | +20.3% |
| 3M | +10.4% | +12.5% | -2.1% | +8.2% |
| 6M | +67.9% | +14.8% | +53.1% | +59.6% |
| YTD | +197.5% | +34.2% | +163.3% | +163.3% |
| 1Y | +310.6% | +37.0% | +273.6% | +282.4% |
| All | +310.6% | +38.4% | +272.1% | +282.4% |
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