-7.6%
CTSH vs SHEL
+43.6%
-51.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.3% |
| 7D | -0.9% | -3.2% | +2.3% | -0.6% |
| 30D | +13.1% | +5.5% | +7.5% | +12.3% |
| 3M | +17.9% | +14.4% | +3.5% | +16.3% |
| 6M | +28.5% | +16.2% | +12.3% | +23.9% |
| YTD | -19.3% | +42.4% | -61.7% | -17.8% |
| 1Y | -7.6% | +43.3% | -50.9% | -6.2% |
| All | -7.6% | +43.6% | -51.2% | -6.2% |
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