+11,791.0%
GOOGL vs SHEL
+485.6%
+11,305.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.5% |
| 7D | +3.9% | +0.8% | +3.1% | +3.6% |
| 30D | -14.9% | -3.6% | -11.3% | -14.1% |
| 3M | -14.6% | +12.0% | -26.6% | -18.4% |
| 6M | -26.4% | +19.7% | -46.1% | -31.8% |
| YTD | -5.3% | +39.6% | -45.0% | -17.6% |
| 1Y | +6.5% | +36.4% | -30.0% | -6.7% |
| 3Y | +126.0% | +70.2% | +55.8% | +80.4% |
| 5Y | +100.8% | +169.2% | -68.4% | +30.2% |
| 10Y | +673.8% | +217.1% | +456.7% | +329.6% |
| All | +11,791.0% | +485.6% | +11,305.4% | +4,577.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling