+1,227.8%
BE vs SHEL
+192.5%
+1,035.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | +23.9% | +3.0% | +20.9% | +22.3% |
| 30D | +27.8% | +7.2% | +20.6% | +23.6% |
| 3M | +3.7% | +12.9% | -9.2% | -2.7% |
| 6M | +78.0% | +13.7% | +64.3% | +65.4% |
| YTD | +209.9% | +33.7% | +176.2% | +165.0% |
| 1Y | +389.6% | +37.9% | +351.7% | +311.0% |
| 3Y | +1,730.6% | +70.2% | +1,660.3% | +1,273.3% |
| 5Y | +1,227.8% | +192.3% | +1,035.5% | +645.5% |
| All | +1,227.8% | +192.5% | +1,035.3% | +645.5% |
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