+2,076.7%
NXPI vs SHEL
+283.4%
+1,793.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.2% |
| 7D | +9.4% | -1.6% | +10.9% | +10.3% |
| 30D | +18.1% | -4.3% | +22.4% | +20.8% |
| 3M | +15.0% | +10.4% | +4.6% | +8.2% |
| 6M | -8.4% | +17.5% | -26.0% | -17.8% |
| YTD | +24.8% | +37.8% | -13.1% | +1.1% |
| 1Y | +33.3% | +33.8% | -0.5% | +9.8% |
| 3Y | +51.0% | +69.1% | -18.1% | +7.7% |
| 5Y | +34.5% | +165.7% | -131.2% | -30.3% |
| 10Y | +211.8% | +212.9% | -1.1% | +26.1% |
| All | +2,076.7% | +283.4% | +1,793.3% | +532.0% |
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