+13,503.3%
GOOGL vs SHEL
+458.9%
+13,044.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.6% | -0.9% |
| 7D | +1.1% | +1.9% | -0.9% | +0.3% |
| 30D | -4.4% | +8.7% | -13.1% | -7.3% |
| 3M | -6.8% | +11.0% | -17.8% | -10.6% |
| 6M | +13.6% | +14.6% | -1.0% | +7.2% |
| YTD | +8.3% | +33.3% | -25.0% | -3.7% |
| 1Y | +44.9% | +37.9% | +7.1% | +27.1% |
| 3Y | +150.5% | +69.7% | +80.7% | +100.5% |
| 5Y | +137.7% | +190.2% | -52.4% | +49.6% |
| 10Y | +750.9% | +197.0% | +553.9% | +385.7% |
| All | +13,503.3% | +458.9% | +13,044.4% | +5,368.8% |
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