+16.8%
NXPI vs SHEL
+190.7%
-173.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +0.7% | +3.9% | -3.3% | -0.8% |
| 30D | -4.2% | +7.0% | -11.2% | -6.6% |
| 3M | -20.4% | +12.5% | -32.9% | -24.2% |
| 6M | +12.5% | +14.8% | -2.3% | +5.9% |
| YTD | +5.2% | +34.2% | -28.9% | -7.5% |
| 1Y | +5.1% | +37.0% | -31.9% | -8.6% |
| 3Y | +17.7% | +70.9% | -53.2% | -6.2% |
| 5Y | +16.8% | +192.5% | -175.7% | -23.5% |
| All | +16.8% | +190.7% | -173.9% | -23.5% |
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